Morgan Stanley analyst Andrew Percoco maintains $GE Vernova (GEV.US)$ with a buy rating, and maintains the target price at $367.
According to TipRanks data, the analyst has a success rate of 56.9% and a total average return of 17.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $GE Vernova (GEV.US)$'s main analysts recently are as follows:
Amid a 'slightly brighter demand outlook' for short cycle industrial goods, the U.S. multi-industry group saw adjustments in anticipation of 2025. It is suggested that short cycle industrial goods will likely be a principal area of acceleration by 2025. Current valuations are observed to be at or near all-time highs across most stocks, which is attributed to the record-high earnings.
Expectations are elevated regarding new long-term financial targets expected to be issued at an upcoming investor event. When combined with management's usual approach of setting conservative targets, there could be potential disappointment. However, it is expected that the commentary will remain very optimistic, as it continues to benefit significantly from the U.S. electric load growth theme. This optimism is also reflected in higher trading multiples observed across peers.
GE Vernova seems to be primed to gain from a surge in investment in electricity supply following a successful revamp across most of its segments. Analysts predict that margin expansion could lead to earnings surpassing market expectations in 2026 and subsequent years, with the investor update on December 10 anticipated to be a potential trigger for positive revisions.
Note:
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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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摩根士丹利分析師Andrew Percoco維持$GE Vernova (GEV.US)$買入評級，維持目標價367美元。
根據TipRanks數據顯示，該分析師近一年總勝率為56.9%，總平均回報率為17.0%。
此外，綜合報道，$GE Vernova (GEV.US)$近期主要分析師觀點如下：
在對短週期工業品需求前景稍微樂觀的情況下，美國多元行業集團對2025年的預期進行了調整。預計到2025年，短週期工業品很可能會成爲加速增長的主要領域。目前大部分股票的估值被觀察到已經接近或創下歷史新高，這歸因於盈利創下創紀錄。
人們對預計即將公佈的新長期財務目標抱有較高期望，這將在即將到來的投資者活動中發佈。加上管理層一貫設定保守目標的慣例，可能會存在潛在的失望。然而，預計評論將保持極其樂觀，因爲它會從美國電力負荷增長主題中繼續獲益。這種樂觀情緒還體現在同行公司觀察到的更高交易倍數上。
GE Vernova似乎已經準備好從對電力供應投資激增中獲益，此前對其大部分業務進行了成功改組。分析師預測，利潤率擴張可能導致2026年及其後年度的盈利超過市場預期，預計12月10日的投資者更新將成爲積極修正的潛在觸發器。
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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。
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。
