GE Vernova Inc.(GEV)

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GE Vernova: Higher For Longer Growth Rate
Seeking Alpha· 2025-09-28 12:20
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]
Jim Cramer Highlights That GE Vernova One of His Charitable Trust Names
Yahoo Finance· 2025-09-26 23:18
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 ...
Brokers Suggest Investing in GE Vernova (GEV): Read This Before Placing a Bet
ZACKS· 2025-09-26 22:31
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 ...
GE Vernova Declares Fourth Quarter 2025 Dividend
Businesswire· 2025-09-26 04:25
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. ...
Melius Research Upgrades GE Vernova Inc. (GEV) from ‘Hold’ to ‘Buy’ With a Price Target of $740
Yahoo Finance· 2025-09-25 08:39
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 ...
新浪财经ESG:GEV MSCI(明晟)ESG评级调升至AA
新浪财经· 2025-09-23 07:05
据新浪财经ESG评级中心,2025年09月22日,GEV(GEV.US)MSCI(明晟)ESG评级由A调升至AA。 点击查看更多企业ESG评级。 来源:ESG评级中心 ...
GE Vernova Inc. (GEV) Announces Plans to Reinvest $600 Million—Proceeds from Selling Its Proficy Industrial Software Division to TPG
Yahoo Finance· 2025-09-23 06:42
With significant upside potential, GE Vernova Inc. (NYSE:GEV) secures a spot on our list of the Top 15 Stocks to Buy in 11 Different Sectors for the Next 3 Months. GE Vernova Inc. (GEV) Announces Plans to Reinvest $600 Million—Proceeds from Selling Its Proficy Industrial Software Division to TPG Photo by Matthew Henry on Unsplash On September 11, 2025, GE Vernova Inc. (NYSE:GEV) announced plans to reinvest $600 million—proceeds from selling its Proficy industrial software division to TPG—into its grid s ...
GE Vernova Surges Post-IPO with Strong Earnings, Analyst Confidence, and Capital Boost
Yahoo Finance· 2025-09-20 21:37
GE Vernova Inc. (NYSE:GEV) is one of the 11 Best Performing IPOs in the Last 2 Years. The consensus rating from 35 analysts remains a Buy, following positive second-quarter results and the acquisitions of Proficy by TPG. GE Vernova Surges Post-IPO with Strong Earnings, Analyst Confidence, and Capital Boost On July 23, 2025, GE Vernova Inc. (NYSE:GEV) reported a revenue of $9.11 billion. Compared to the same quarter of 2024, the revenue has seen an increase of 11%. With the revenue projecting a positive ...
Jim Cramer Suggests Buying GE Vernova Everytime it is Down
Yahoo Finance· 2025-09-20 12:44
GE Vernova Inc. (NYSE:GEV) is one of the stocks Jim Cramer recently shared his thoughts on. A caller asked Cramer for his long-term outlook on the stock and mentioned their recent investment at a $585 cost basis, highlighting global capital inflows into the U.S. along with the current administration’s stance on wind energy. In response, Cramer said: “Okay, I don’t want you to worry about wind. They’ve got a lot of, you know there, there’s a lot of things involved with wind, including maintenance that make ...
Here's a rapid fire update on all 31 portfolio stocks including our newest name
CNBC· 2025-09-19 04:15
苹果公司 - 最新iPhone 17型号被华尔街负面评价但实际是巨大优惠 结合运营商如Verizon或T-Mobile的激励和以旧换新价值 [1] - 升级意愿强烈 [1] 亚马逊 - 如果利润率持续扩张则科技股有更多上行空间 通过降低服务客户成本实现 特别是在电子商务方面 [1] - 关键云单元亚马逊网络服务需要重新加速增长 第二季度增长不及同行谷歌云和微软Azure [1] 雅培实验室 - 股价习惯大幅波动后盘整 市盈率约24倍 高质量医疗技术和制药股票值得长期持有 [1] 博通 - 尽管前景光明但投资纪律不能放弃 在投资组合权重远超5%后已获利了结 [1] 波音 - 投资组合最新成员 受益于特朗普贸易政策 增加飞机需求 航空航天巨头资产负债表有巨大扭转故事 [1] - 股票在所有持仓中具有最多年上行潜力 [1] 贝莱德 - 被描述为"牛市股票" 受益于资产价格上涨 但表现不及一些大银行 [1] - 首席执行官推动投资于基础设施等快速增长和高费用领域是明智之举 [1] 百时美施贵宝 - 持仓取决于精神分裂症药物Cobenfy 今年早期临床试验受挫但未完全失去信心 更多研究即将出炉特别是针对阿尔茨海默病精神病的研究可能改善情绪 [1] 第一资本 - Discover收购完成后股票有更多上行空间 预计更多股票回购 公司有超额资本 [1] - 管理团队受称赞 首席执行官是惊人运营者 [1] 好市多 - 近期困境归因于多种原因 包括被视为安全股票和亚马逊进军当日杂货配送 但业务表现良好 [1] - 长期不担心估值 [1] Salesforce - 软件即服务股票一段时间表现痛苦 但Workday情况表明可能已付出足够代价 不建议在当前水平买入但也不愿在Dreamforce会议前卖出 [1] CrowdStrike - 股价周四大涨 公司设定雄心勃勃的10年目标达到200亿美元年度经常性收入 管理层信心是喜欢行业领先网络安全股票的另一个原因 [1] - 股票不便宜但有原因 [1] 思科系统 - 尽管近期表现不佳但仍坚持持有 等待稳固股息有回报 希望与英伟达的合作能带来更多 [1] 杜邦 - 向计划分拆又迈进一步 为新杜邦投资组合和即将分拆的Qnity Electronics举办投资者日 [1] - Qnity作为半导体行业纯游戏更令人兴奋 预计收入中个位数增长 相比同行被低估 分拆应释放更多价值 [1] 丹纳赫 - 持有不易 中国仍是逆风但宣布大规模回购 不想放弃价值 [1] 迪士尼 - 娱乐巨头股价停滞 因主题公园业务成本过高观点 但许多客户仍在参观 持仓等待时间长利润很少 [1] 多佛 - 股票令人失望 特别是季度盈利乏善可陈 但坚持因前景光明 订单有稳固势头 管理层深思熟虑地部署资本收购快速增长行业 [1] 伊顿 - 如果股价回调会考虑买入 部分因超大规模企业增加AI支出应给数据中心业务带来更多业务 甲骨文最近井喷季度盈利报告是好迹象 [1] GE Vernova - 尽管股票昂贵但值得持有以利用关键长期趋势-数据中心建设 AI基础设施增加需要大量能源 GE Vernova天然气涡轮机帮助发电 [1] - 希望扩大产能更多但管理层犹豫可以理解 [1] 高盛 - 一切顺利 投资银行部门随着IPO和并购交易数量继续增加预计更多收入增长 财富管理业务随着进一步多元化看起来更具吸引力 [1] 家得宝 - 下一步可能是减持 住房市场扭转未达预期带来持续风险 没有催化剂近期没有理由买入更多家居装修零售商 [2] 霍尼韦尔国际 - 不要期待工业股在分拆完成前大幅上涨 股价继续滞后 华尔街称为"分拆炼狱" 价值不能放弃 [2] 林德 - 工业气体制造商必须处理常年糟糕的终端市场 但每个季度继续为股东交付 这些市场最终将再次增长 值得等待的股票 [2] 礼来 - 尽管近期上涨但不减持持仓 自8月月度会议以来是第三佳表现股票 从上个月残酷抛售中反弹 口服GLP-1s将改变世界最有价值制药公司游戏规则 [2] Meta Platforms - 热爱该股票因其在广告市场的主导地位 成功使用生成式AI也有帮助 只要有广告就必须持有Meta 故事非常好 [2] 微软 - 像博通一样是另一个有吸引力的长期投资 如果权重过重可能不时减持 但多年来持有股票的所有理由仍然完好 [2] 英伟达 - 现在任何关于是否放弃英伟达转而支持AMD的考虑都应结束 因宣布与英特尔在数据中心CPU上合作 这应限制AMD挑战英伟达GPU领导地位和从英特尔夺取额外CPU份额的能力 [2] Palo Alto Networks - 另一个网络安全股票永远不会便宜 就像CrowdStrike 高市盈率倍数合理 因是高度吸引力网络安全市场的明确领导者 [2] 星巴克 - 咖啡巨头的扭转计划在首席执行官领导下仍然有希望 需要改进店内体验并赢回客户 将成为极好的股票 [2] TJX Companies - 多年来持有股票中盈利最强劲时期 被称为本季度零售最佳表现者 Marshalls所有者以服装家居装饰等优惠价格脱颖而出 [2] Texas Roadhouse - 目前该股票最重要的是牛期货 因牛群太小期货抛物线式上涨 价格将突破 Texas Roadhouse股票将在突破后几周内飙升200美元每股 [2] 富国银行 - 银行有好前景 管理层加大回购力度 喜欢这一点 长期存在的1.95万亿美元资产上限解除后终于进攻 推动投资银行等费用业务是多元化底线的绝佳方式 [2]