GE Vernova 股價暴升 102.5% 創新高,分析師料 upside 達 44% | AI 驅動的財商語言學習中心

GE Vernova 股價暴升 102.5% 創新高,分析師料 upside 達 44%

2026-02-03 10:15 42 次瀏覽 重要度 7/10
Tech Tom

Tech Tom 的深度觀點

資深科技產業分析師

專精於半導體、人工智慧與軟體產業分析。深入研究財報與供應鏈,為您拆解科技巨頭的下一步。

創立於 2023 年的 gateway 位於麻州坎布里ッジ的 GE Vernova Inc. (GEV) 從事於提供各類產品與服務,涵蓋在美國及國際上生成、傳輸、編排、轉換與儲存電力。公司市值達 197.1 億美元,營運區域分為 Power、Wind 及 Electrification 三大 segments。

shares of the company have outperformed in the broader market over the past year and in 2026. GEV stock has surged 102.5% over the past 52 weeks and 15.5% on a YTD basis. In comparison, the S&P 500 Index ($SPX) has returned 15.5% over the past year and risen 1.9% in 2026.

Shorting Microsoft Puts Looks Very Attractive to Value Investors in MSFT Stock

Dear Amazon Stock Fans, Mark Your Calendars for February 5

AMD’s Q4 Earnings Are Set To Impress: Should You Buy, Sell, Or Hold?

Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now!

zooming in, the Industrial Services Select Sector SPDR ETF (XLI) rose 21.1% over the past year, underperforming GEV’s rally. In 2026, XLI has rallied 8% and has underperformed the GEV stock.

www.barchart.com

On Jan. 28, GEV stock grew 2.7% following the company’s release of its better-than-expected Q4 2025 earnings. The company’s revenue for the quarter amounted to nearly $11 billion, increasing 3.8% year-over-year and also beating the Street’s estimates. Additionally, its adjusted EPS for the quarter came in at $13.39, surpassing Wall Street estimates by 339%.

For the current year, ending in December 2026, analysts expect GEV’s EPS to decline 24.7% YoY to $13.32 on a diluted basis. The company’s earnings surprise history is mixed. It surpassed the consensus estimate in three of the last four quarters, while missing on one occasion.

Among the 29 analysts covering GEV stock, the consensus is a "Strong Buy." That's based on 21 "Strong Buy" ratings, two "Moderate Buys," five "Holds," and one "Strong Sell". This configuration has become somewhat bullish over recent months, with the stock now carrying 21 "Strong Buy" ratings, up from 18 just two months ago.

www.barchart.com

On Jan. 29, Goldman Sachs analyst Joe Ritchie maintained a "Buy" rating for GE Vernova stock and raised its price target from $840 to $925. GEV’s mean price target of $815.92 suggests upside potential of 8.1% from the current market prices. Its Street-high target of $1,087 suggests the stock could rally by up to 44%.

On the date of publication, Anushka Mukherjee did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Barchart.com

Key Takeaways

  • GE Vernova(GEV)過去一年股價上漲 102.5%,2026 年 YTD 成長 15.5%,遠高於標準普爾 500 指數的 1.9%
  • 公司 Q4 2025 收入近 110 億美元,增長 3.8% 年增,調整每股收益 13.39 美元,超出市場預期 339%
  • Goldman Sachs 將價位目標從 840 美元上调至 925 美元,街頭最高目標 1,087 美元,暗示潛在 44% 上漲空間
Tech Tom
8
Authenticity
真實性評分
AI 核查筆記

引用官方財報數據與分析師報告,來源可信度高

不想錯過任何財經快訊?

訂閱 Telegram 頻道,AI 自動為您推播每一篇深度報導與重點摘要。

立即免費訂閱

📈 相關行情圖表 由 TradingView 提供

📰 相關新聞

💬 評論 (0)

登入 後即可發表評論

💭

還沒有評論,來當第一個吧!

連結已複製