BofA Securities analyst Andrew Obin maintains $GE Vernova (GEV.US)$ with a buy rating, and maintains the target price at $320.
According to TipRanks data, the analyst has a success rate of 64.2% and a total average return of 12.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $GE Vernova (GEV.US)$'s main analysts recently are as follows:
The firm has observed strong year-over-year bookings within GE Vernova's Power and Electrification segments, which underscore the robust demand environment. The firm also indicates that there's a potential for the Power business to approach an EBITDA margin of around 20%.
Following GE Vernova's Q3 results, the company's adjusted EBITDA estimate for 2026 has been applied with a higher multiple to mirror the re-rating higher of its peers and the company's more rapid earnings growth trajectory.
The firm holds the view that GE Vernova's Q3 outcomes were sufficiently strong to sustain the stock's recent performance. Anticipation surrounding demand and pricing within the Power and Electrification segments is likely to keep investor attention leading up to the investor event scheduled for December 10. During this event, updates to long-term growth and margin targets are anticipated. The firm also maintains the stance that GE Vernova is subject to comparatively lower U.S. election risk in relation to other companies within its coverage scope.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美銀證券分析師Andrew Obin維持$GE Vernova (GEV.US)$買入評級，維持目標價320美元。
根據TipRanks數據顯示，該分析師近一年總勝率為64.2%，總平均回報率為12.9%。
此外，綜合報道，$GE Vernova (GEV.US)$近期主要分析師觀點如下：
公司已經觀察到GE Vernova的電力和電氣業務在年度預訂方面呈強勁增長，這凸顯了強勁的需求環境。公司還表明，電力業務有望達到約20%的EBITDA利潤率。
根據GE Vernova的Q3業績，公司對2026年調整後EBITDA估算採用了更高的倍數，以反映同業公司的重新定價和公司更快的盈利增長軌跡。
公司認爲GE Vernova的Q3業績足夠強勁，能夠支撐股票最近的表現。圍繞電力和電氣業務中的需求和定價的預期可能會保持投資者的關注，直至12月10日安排的投資者活動。在此活動期間，預計將更新長期增長和利潤率目標。公司還堅持認爲，相對於其覆蓋範圍內的其他公司，GE Vernova受到相對較低的美國選舉風險。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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