The latest trading session saw GE Vernova (GEV) ending at $348.13, denoting a +1.27% adjustment from its last day's close. The stock exceeded the S&P 500, which registered a loss of 0.19% for the day. On the other hand, the Dow registered a loss of 0.55%, and the technology-centric Nasdaq decreased by 0.18%.The the energy business spun off from General Electric's shares have seen an increase of 2.22% over the last month, not keeping up with the Oils-Energy sector's gain of 3.07% and the S&P 500's gain of 6. ...

GE Vernova (GEV) closed the most recent trading day at $334.12, moving -0.36% from the previous trading session. The stock's performance was behind the S&P 500's daily gain of 0.56%. Elsewhere, the Dow saw an upswing of 0.42%, while the tech-heavy Nasdaq appreciated by 0.83%.Shares of the the energy business spun off from General Electric have appreciated by 11.16% over the course of the past month, outperforming the Oils-Energy sector's gain of 4.4% and the S&P 500's gain of 3.11%.Investors will be eagerly ...

公司情况 - GE Vernova (NYSE: GEV )股价自从GE拆分后翻倍[1] 股价上涨原因 - 部分原因是对电能需求情景能推动营收的乐观态度[1]

一、GE Vernova与AWS合作相关 - GE Vernova (GEV)与亚马逊网络服务(AWS)签署了扩展的多年战略合作协议(SCA) 该协议有望使电力公司和其他能源公司受益[1] - SCA包括GEV的资产绩效管理和CERius软件将有助于能源公司管理资产和排放数据以应对能源转型帮助能源组织提高可靠性降低成本并在能源转型目标上取得可衡量的进展[2] 二、GE Vernova股票表现相关 - GEV股票今年迄今已上涨131.2% 表现优于Zacks替代能源行业的65.7% 更广泛的Zacks石油 - 能源板块的8.2%以及标准普尔500指数的26.3% [4] - 其他行业参与者如Talen Energy Corporation (TLN) Constellation Energy Corporation (CEG)和Verde Clean Fuels (VGAS)今年迄今股价分别上涨226.2% 95.6%和85.6% [5] 三、GE Vernova业务增长相关 - 全球向清洁能源解决方案的转变是GEV的关键增长催化剂其电气化部门近期呈现稳健增长趋势第三季度营收同比增长22.3% [7] - GEV是风能解决方案的主要提供商在全球拥有约54000台陆上风电机组在海上风电平台也有优势投资超过4亿美元开发世界上最强大的风力涡轮机Haliade X公司在发电行业特别是可再生能源方面的实力推动了其营收增长前景[8] - 2024年第三季度GEV订单达94亿美元超出营收1.1倍有机增长17%营收同比有机增长10% 第三季度末现金余额为74亿美元这些运营成果可能提升了投资者对该股票的信心[9] 四、GE Vernova未来发展相关 - GEV一直在稳步投资新产品开发以进一步推动增长在燃气发电业务进行长期投资包括脱碳技术[10] - 在核电方面GEV与客户达成部署小型模块化核反应堆技术的协议这是北美的第一份商业合同有望在近期为公司带来收入[11] - GEV的电网解决方案设备和服务在未来几年应会继续保持强劲增长趋势全球电力需求预计在未来三年将以更快的速度增长[12] - Zacks对2024年和2025年销售额的共识预估分别同比增长5.3%和6.8% [13] 五、GE Vernova面临风险相关 - 海上风电行业面临材料成本上升和持续的供应链挑战导致近期一些项目取消[14] - 作为风力涡轮机制造商GEV在其海上风电业务的产品和项目成本方面面临压力执行时间表的变化或其他不利发展可能对GEV的现金回收时间表和合同盈利能力产生不利影响[15] - 鉴于其发电业务的长周期性质公司预计通货膨胀的影响将继续对其业务构成挑战这可能会损害其产品和服务的定价[16] 六、GE Vernova估值相关 - GEV的12个月远期市盈率为57.23倍高于同行平均的13.84倍这表明与同行相比投资者将为公司支付高于预期盈利增长的价格[17] 七、投资建议相关 - 对GEV感兴趣的投资者应等待更好的入场点考虑到其高估值年度盈利预估下调以及在风电市场面临的挑战目前GEV的VGM得分为F不是强劲表现的有利指标[18] - 已经投资于这家Zacks评级为3(持有)公司的投资者可以继续投资因为其乐观的销售预估今年迄今稳健的股价回报以及各行业可再生能源渗透率稳步增长的好处提供了坚实的前景[19]

The S&P 500 has had an extraordinary year so far, with the S&P 500 ETF NYSE: SPY boasting a 25.31% return year-to-date, well above the market’s average pace. Driving this surge are shifting monetary policies, the Federal Reserve’s consecutive rate cuts, rapid advancements in AI and technology, and this week’s almost 5% rally following Donald Trump’s presidential election victory. Against this backdrop, several individual stocks have surged to remarkable heights, outperforming the broader market with notable ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to ____ Commission file number 001-41966 ge vernova GE Vernova Inc. (Exact name of registrant as specified in its charter) Delaware 92-2646542 (State ...

GE Vernova Reports Third Quarter 2024 Financial Results Solid 3Q'24 results with double-digit orders and continued revenue growth, along with substantial cash flow Third Quarter 2024 Highlights: • Total orders of $9.4B, +17% organically, led by services • Total revenue of $8.9B, +8%, +10% organically* with growth in both equipment and services • Net income (loss) of $(0.1)B, +$0.1B; net income (loss) margin of (1.1)%, +110 bps • Adjusted EBITDA* of $0.2B and adjusted EBITDA margin* of 2.7%, both slightly do ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to ____ Commission file number 001-41966 ge vernova GE Vernova Inc. (Exact name of registrant as specified in its charter) Delaware 92-2646542 (State or o ...

Page 1 GE Vernova Reports Second Quarter 2024 Financial Results Strong 2Q'24 results with margin expansion & substantial cash flow improvement; raising 2024 guidance Second Quarter 2024 Highlights: • Total orders of $11.8B exceeded revenue by 1.4X • Total revenue of $8.2B, +1%, +2% organically*, led by services growing +7%, +9% organically* • Net income of $1.3B, +$1.4B; net income margin of 15.6%, +1,740 bps • Adjusted EBITDA* of $0.5B, +$0.3B organically*; adjusted EBITDA margin* of 6.4%, +320 bps organic ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ____ to ____ Commission file number 001-41966 ge vernova GE Vernova Inc. (Exact name of registrant as specified in its charter) Delaware 92-2646542 (State or ...