Added to YB: 2024-10-28
Pitch date: 2024-10-25
GEV [neutral]
GE Vernova Inc.
+127.67%
current return
Author Info
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Company Info
GE Vernova Inc., an energy company, engages in the provision of various products and services that generate, transfer, orchestrate, convert, and store electricity in the United States, Europe, Asia, the Americas, the Middle East, and Africa.
Market Cap
$169.7B
Pitch Price
$295.04
Price Target
397.00 (-41%)
Dividend
0.16%
EV/EBITDA
48.37
P/E
101.87
EV/Sales
4.36
Sector
Electrical Equipment
Category
growth
Two Ways to Profit From Nuclear's AI Infusion - GE Aerospace
GEV (awaiting pullback): Power industry 'supermarket' with global reach. Nuclear scale-up in 2030s, but grid work crucial now. Raymond James: 'all-of-the-above' power infrastructure play. Morgan Stanley bull case $397. 21% 5yr EPS CAGR. Doubled since April, risky now. Opportunity in AI, power demand, grid modernization. Wait for pullback or accumulate.
Read full article (3 min)