Evercore Initiates GE Vernova(GEV.US) With Buy Rating, Announces Target Price $385

Evercore首次給予GE Vernova(GEV.US)買入評級，目標價385美元

moomoo資訊 · 2024/12/05 08:35 · 評級/大行評級

Evercore analyst Nicholas Amicucci initiates coverage on $GE Vernova (GEV.US)$ with a buy rating, and sets the target price at $385.

According to TipRanks data, the analyst has a success rate of 75.0% and a total average return of 14.5% over the past year.

AnalystRecentRatingAutoNews_85100482245738_20241204_2b3404a45b1f8aa58794c0e79bac8fe8c873df15_1733416264381407_mm_en

Furthermore, according to the comprehensive report, the opinions of $GE Vernova (GEV.US)$'s main analysts recently are as follows:

The short cycle industrial goods sector is anticipated to see a notable acceleration in 2025, partly due to a slightly improved demand outlook. Valuations for most stocks in this area are reaching or have reached all-time highs, influenced by peak earnings levels.
Expectations are elevated regarding new long-term financial targets expected to be issued at an upcoming investor event. When combined with management's cadence for setting conservative targets, this could lead to potential disappointment. However, it's anticipated that commentary will remain very optimistic, as the company is viewed as a key beneficiary of the U.S. electric load growth theme.
GE Vernova appears poised to gain from a surge in investments in electricity supply following a successful revamp of most of its operations. The potential for margin expansion may lead to surpassing the consensus forecasts in 2026 and later, with the investor update on December 10 potentially acting as a catalyst for favorable revisions.

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.

TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.

Evercore分析師Nicholas Amicucci首次給予$GE Vernova (GEV.US)$買入評級，目標價385美元。

根據TipRanks數據顯示，該分析師近一年總勝率為75.0%，總平均回報率為14.5%。

AnalystRecentRatingAutoNews_85100482245738_20241204_2b3404a45b1f8aa58794c0e79bac8fe8c873df15_1733416264381407_mm_tc

此外，綜合報道，$GE Vernova (GEV.US)$近期主要分析師觀點如下：

預計短週期工業商品板塊在2025年將顯著加速發展，這在一定程度上得益於需求前景的略微改善。該領域大多數股票的估值正在達到或已經達到歷史最高水平，受峯值盈利水平的影響。
對於即將在一個投資者活動上發佈的新長期財務目標的預期已經提高。當結合管理層設定保守目標的節奏，這可能會導致潛在的失望。然而，預計評論將保持非常樂觀，因爲該公司被視爲美國電力負荷增長主題的主要受益者。
在成功重組大部分業務後，GE Vernova似乎準備好從電力供應投資的激增中獲益。毛利擴張的潛力可能會導致在2026年及以後超越共識預測，12月10日的投資者更新可能成爲有利修訂的催化劑。

提示:

TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。

TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。

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。

總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。

声明：本內容僅用作提供資訊及教育之目的，不構成對任何特定投資或投資策略的推薦或認可。更多信息

Evercore Initiates GE Vernova(GEV.US) With Buy Rating, Announces Target Price $385

Evercore Initiates GE Vernova(GEV.US) With Buy Rating, Announces Target Price $385

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