股价表现与评级调整 - 公司股价周三下跌超过2% [1] - 评级机构将公司股票评级从跑赢大盘下调至行业持平 [1] - 目标股价从631美元下调至605美元 [1] 业务基本面分析 - 公司持续受益于发电和配电领域的强劲需求 [1] - 有利的定价和生产效率提升对业绩形成支撑 [1] 估值与市场预期 - 分析师认为积极因素已充分反映在公司估值和市场共识预期中 [1] - 605美元目标价基于13倍2030年EBITDA预测值122亿美元 [2] - 该EBITDA预测值比市场共识估计低约4% [2]

Last week, I updated my view on GE Vernova ( GEV ), which is a key supplier and beneficiary of the increasing load demand stemming from AI/data centers as well as climate and electrification. PartExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, comprehend ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Baird upgraded United Rentals (URI) to Outperform from Neutral with a price target of $1,050, up from $888. The firm says multiple fundamental datapoints suggest stabilization in the broader rental industry following two years of deceleration.Jefferies upgraded Sunrun (RUN) to Buy from Hold with a price target of ...

TRENDING: Robinhood Leads 7 Top S&P 500 Stocks In 2025 While GE Vernova (GEV) did not make the latest list of new buys by top funds, the General Electric spinoff has generated sustained buzz on Wall Street. A budding breakout — and potential early entry — for GE Vernova stock provides a glimpse of what is driving demand. Impressive growth estimates, a strong industry group and rising fund ownership have helped propel GE Vernova onto the Investor's Business Daily Leaderboard. An upcoming expansion of the sus ...

Key Takeaways GE Vernova holds a debt-free balance sheet with $7.89B cash to fund major grid investments.Siemens Energy ended June with $9.64B cash and plans a $257M transformer factory expansion in Germany.Analysts see GE Vernova EPS rising 36.6% in 2025, while Siemens Energy earnings may grow 25.3%.As nations worldwide accelerate renewable investments, supported by rising electricity consumption from global data center expansion, clean energy-driven stocks such as GE Vernova ((GEV) and Siemens Energy ((SM ...

行业覆盖范围 - 电力能源生态系统覆盖燃料（天然气和铀）、独立电力生产商、建筑公司、电缆供应商以及发电厂或燃气轮机制造商 [1] - 所有细分行业在美国电力负荷需求增长背景下均表现良好 [1] 分析师经验背景 - 拥有超过30年跨行业分析经验 涵盖航空、石油、零售、采矿、金融科技及电子商务领域 [1] - 具备宏观经济、货币政策和政治驱动因素的深度分析能力 [1] - 经历多次重大危机（龙舌兰危机、亚洲金融危机、互联网泡沫、9/11事件、大衰退和新冠疫情）并拥有创业经验（出口、保理和印刷业务） [1]

GE Vernova Inc. (NYSE:GEV) is one of the stocks Jim Cramer shed light on. A caller asked if the stock is a buy, sell, or hold. In response, Cramer said: “Man, you know, I like GE Vernova. GE Vernova is a company that makes the natural gas turbines that are needed for so much, including the data center. That’s why it’s been red hot. It is one of the names I have and own for my Charitable Trust.” A laptop and a computer monitor display a detailed stock market technical analysis chart. Photo by Jakub Zerd ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about GE Vernova (GEV) .GE Vernova currently has an average brokerage r ...

CAMBRIDGE, Mass.--(BUSINESS WIRE)--GE Vernova (NYSE: GEV) today announced that its Board of Directors has declared a $0.25 per share quarterly dividend. The quarterly dividend will be payable on November 17, 2025, to shareholders of record as of October 20, 2025. Future dividend declarations will be made at the discretion of the Board of Directors and will be based on GE Vernova's earnings, financial condition, cash requirements, prospects, and other factors. Additional Information GE Vernova's. ...

GE Vernova (NYSE:GEV) is one of the 11 Best Nuclear Energy Stocks to Invest in Right Now. Melius Research Upgrades GE Vernova Inc. (GEV) from ‘Hold’ to ‘Buy’ With a Price Target of $740 Photo by Lukáš Lehotský on Unsplash GE Vernova Inc. (NYSE:GEV) rose to prominence among nuclear energy stocks on September 15, 2025, when Melius Research upgraded it from ‘Hold’ to ‘Buy’ with a price target of $740. The upgrade comes after the company’s share price has risen by around 400% since its spinoff and has retu ...