文章核心观点 - GE Vernova自2024年4月IPO以来股价飙升190%，因其出色的盈利增长和顺应关键大趋势扩张的能力吸引投资者，在能源转型领域具有发展潜力，未来盈利和营收有望增长 [1][2] 公司概况 - GE Vernova是纯能源转型公司，通过其技术装机量，客户生产全球约25%的电力 [3] - 公司通过电力、风能和电气化三个业务部门报告业绩，蒸汽动力部门提供核涡轮技术和服务，日立核能部门是先进核反应堆、燃料和核服务的领先供应商 [4] 行业趋势 - 美国计划到2050年将核能产能提高两倍，科技巨头在2024年达成核能交易以保障AI竞赛的电力供应 [5] - 天然气在全球能源领域将继续发挥重要作用，科技公司等在关闭煤电厂的同时寻求可靠能源 [6] 公司优势 - 公司处于下一代小型模块化核反应堆技术前沿，被美国能源部选中参与下一代核能和铀产业建设 [6] - 公司增长管道涵盖电气化软件、电力转换、储能、电网解决方案等，正在精简业务，包括陷入困境的海上风电业务 [9] - 公司于2024年12月10日宣布首次分红，将于2025年第一季度支付，并批准了60亿美元的初始股票回购计划 [9] 增长前景 - 预计2025年调整后收益将增长237%，达到每股6.61美元，第四季度预计每股收益2.32美元，2024年和2025年营收预计分别增长5.5%和5% [10][11] - 预计到2028年营收将达到约450亿美元，复合年增长率为高个位数，到2028年累计自由现金流至少达到140亿美元 [12] 投资分析 - 2024年是标普500表现最佳的股票之一，过去三个月上涨45%，估值方面PEG比率较峰值有60%的折扣 [14][16][17] - 股票可能过热，财报公布后可能获利回吐，回调至50日或21日移动平均线可能是买入机会 [18]

GE Vernova Inc. (GEV) recently announced that the Guangming gas plant, located in the Guangdong province of China and powered by three GE Vernova 9HA.01 gas turbines, has begun operations. This power plant will supply up to 2 gigawatts (GWs) of lower-carbon electricity. As the Chinese government expedites the nation’s coal-to-gas energy transition, GE Vernova looks poised to gain immensely as it has been operating in China for more than 40 years now. GEV’s prowess in China can be further gauged from the fac ...

The latest trading session saw GE Vernova (GEV) ending at $366.81, denoting a -0.08% adjustment from its last day's close. The stock fell short of the S&P 500, which registered a gain of 0.16% for the day. Meanwhile, the Dow gained 0.86%, and the Nasdaq, a tech-heavy index, lost 0.38%.Coming into today, shares of the the energy business spun off from General Electric had gained 10.57% in the past month. In that same time, the Oils-Energy sector lost 9.81%, while the S&P 500 lost 2.2%.Analysts and investors ...

Growth like that, particularly as we start a year where volatility is expected to continue, may have some investors looking to take profits. If they do, and maybe even if they don’t, GEV stock is a name to consider if you’re looking for slow, steady growth. Get GE Vernova alerts: Natural Gas Now, Nuclear Later?  As the proverb goes, necessity is the mother of invention. In 2025, the necessity is being brought about by the growing demand for artificial intelligence (AI) applications. That will require data ...

GE Vernova (GEV) closed the latest trading day at $347.29, indicating a +0.69% change from the previous session's end. The stock's performance was behind the S&P 500's daily gain of 1.1%. Meanwhile, the Dow gained 0.91%, and the Nasdaq, a tech-heavy index, added 1.35%.The the energy business spun off from General Electric's stock has climbed by 4.85% in the past month, exceeding the Oils-Energy sector's loss of 10.32% and the S&P 500's gain of 0.22%.The investment community will be closely monitoring the pe ...

The most recent trading session ended with GE Vernova (GEV) standing at $344.92, reflecting a +0.66% shift from the previouse trading day's closing. The stock's performance was behind the S&P 500's daily gain of 0.73%. Elsewhere, the Dow gained 0.16%, while the tech-heavy Nasdaq added 0.98%.Shares of the the energy business spun off from General Electric have depreciated by 1.86% over the course of the past month, outperforming the Oils-Energy sector's loss of 9.2% and lagging the S&P 500's gain of 0.34%.Th ...

Investors looking for stocks in the Alternative Energy - Other sector might want to consider either Excelerate Energy (EE) or GE Vernova (GEV) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank emphas ...

核心观点 - GE Vernova公司宣布获得订单，为多米尼加共和国的Generadora San Felipe Limited（GSF）提供470兆瓦的H级天然气联合循环发电设备，这是GE Vernova在加勒比地区的首个H级燃气轮机订单，将有助于多米尼加共和国实现气候目标和可持续发展[1][3] 公司动态 - GE Vernova将提供7HA.02燃气轮机、H65发电机、STF-A650蒸汽轮机、H35发电机、三压热回收蒸汽发生器（HRSG）和冷凝器等设备，支持San Felipe电厂的建设[3] - GE Vernova的Gas Power业务总裁Dave Ross表示，该电厂建成后将成为加勒比地区最有效的电厂之一，并可配置后燃烧碳捕集系统以显著减少二氧化碳排放[4] 行业趋势 - 多米尼加共和国近年来已将其大部分基于石油的发电能力替换为天然气，天然气占该国能源生产的近一半，并在该国的能源转型中发挥关键作用，支持并补充可再生能源的扩展[2] 技术优势 - GE Vernova的H级技术被认为具有高效率，能够提供较少碳密集且更可靠的电力，支持多米尼加共和国的生产力增长和人民福祉[3] - 该电厂采用多轴发电机组，配备GE Vernova的7HA.02燃气轮机和H65发电机，以及STF-A650蒸汽轮机和H35发电机，具有三压热回收蒸汽发生器（HRSG）和冷凝器[3]

GE Vernova Inc. (GEV) shares have surged an impressive 43.5% in the past three months, outperforming the Zacks Alternative-Energy industry’s rise of 13.6% and the S&P 500’s return of 8.8%. The broader Zacks Oils-Energy sector has declined 6.2% in contrast. As a renowned renewable energy equipment and services provider, GE Vernova continues to ride on increasing electricity demand worldwide, along with enhanced adoption of renewable energy across industries.Image Source: Zacks Investment ResearchA similar st ...

Key TakeawaysGE Vernova shares gained 5% on Wednesday, one day after the energy equipment maker raised its long-term sales outlook, declared a dividend and announced a stock-buyback plan. The stock broke down below the lower trendline of an ascending triangle on Tuesday, but staged an intraday reversal to close back within the pattern today, potentially creating a bear trap.Investors should watch important overhead areas around $355 and $400, while also monitoring key support levels near $295 and $258. GE V ...