Deutsche Bank analyst Nicole Deblase initiates coverage on $GE Vernova (GEV.US)$ with a buy rating, and sets the target price at $354.
According to TipRanks data, the analyst has a success rate of 58.6% and a total average return of 15.4% over the past year.
Furthermore, according to the comprehensive report, the opinions of $GE Vernova (GEV.US)$'s main analysts recently are as follows:
GE Vernova is distinguished as a global frontrunner in the electric power sector, offering a broad range of products and services for the generation, transmission, management, transformation, and storage of electricity. It stands as a pure-play entity on the worldwide investment in power generating capacity, with the anticipations for power investment seen to be the most robust in many years. A projection posits that GE Vernova will experience a 63% annual growth in adjusted EBITDA through to the year 2027.
The firm maintains a positive outlook on GE Vernova as part of an extensive preview of the U.S. Clean Energy sector's third-quarter results. The sector is currently experiencing varied outcomes due to factors such as the political climate, anticipated changes in interest rates, evolving trade policies, and competitive landscapes, resulting in a generally bearish investor sentiment. The firm anticipates limited potential for stock appreciation leading up to the November election, with risks primarily skewed towards the downside, particularly due to competitive pressures in the solar installation market and project postponements for utility-scale operators. However, the company's robust performance in Power and Electrification, coupled with a potentially substantial increase in gas turbine orders, could counterbalance these negative factors.
GE Vernova remains highlighted as a preferred selection, with the upcoming investor update on December 10 anticipated to serve as a significant catalyst for revisions, marking the beginning of a multi-year narrative. It's possible that the company's Q3 results may not meet consensus expectations, yet the projections for fiscal 2025 EBITDA are anticipated to surpass market estimates. However, the substantial potential for the shares is linked to the 2026 outlook, as the extensive backlog is expected to soften the immediate impact of increased margins on new orders.
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德意志银行分析师Nicole Deblase首予$GE Vernova (GEV.US)$买入评级，目标价354美元。
根据TipRanks数据显示，该分析师近一年总胜率为58.6%，总平均回报率为15.4%。
此外，综合报道，$GE Vernova (GEV.US)$近期主要分析师观点如下：
GE Vernova被认为是全球电力领域的先行者，在发电、变电、管理、转换和储存电力方面提供广泛的产品和服务。它作为全球电力发电能力投资的净投资实体，对未来数年中电力投资的预期被视为最为强劲。预测显示，GE Vernova将在2027年前经历调整后的EBITDA年增长率达63%。
该公司对GE Vernova保持积极态度，作为美国清洁能源部门第三季度业绩的综合预览。目前，该行业由于政治氛围、预期的利率变化、不断变化的贸易政策和竞争环境等因素正经历着各种结果，导致投资者情绪普遍为看淡。公司预计在11月选举之前，股票升值的潜力有限，风险主要偏向下行，尤其是因太阳能安装市场的竞争压力和公用规模运营商项目推迟而造成的。然而，公司在电力和电气领域的强劲表现，加上燃气轮机订单的潜在大幅增长，可能会抵消这些负面因素。
GE Vernova被认为是首选品种，并且预计于12月10日进行的即将到来的投资者更新将成为修订的重要推动因素，标志着一个多年故事的开始。有可能公司的第三季度业绩不符合共识预期，但预计2025财年的EBITDA将超过市场预期。然而，股票的可观潜力与2026年的展望有关，因为预期庞大的订单积压将缓解新订单较高利润率对即期影响。
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