Winthrop和West 分行提高了GE Vernova的股权,因为收入比重估计数和2025年展望都有所提高。 Winthrop and West Branch boosted GE Vernova stakes as earnings beat estimates and 2025 outlook was raised.

Winthrop咨询组和西分公司资本专卖公司在第二季度增加了在GE Vernova公司的股权,该公司报告收入丰厚,并提出了2025年的指导意见。 Winthrop Advisory Group and West Branch Capital LLC increased their stakes in GE Vernova Inc. during the second quarter, with the company reporting strong earnings and raising its 2025 guidance. 以电力、风力和电气化经营的Vernova公司上报了1.86 EPS, 估计跌幅为0.23美元, 收入逐年增长11.1%。 GE Vernova, which operates in power, wind, and electrification, posted $1.86 EPS, beating estimates by $0.23, and saw revenue rise 11.1% year-over-year. 分析师有“机动购买”共识,目标价格为598.50美元。 Analysts have a "Moderate Buy" consensus, with a $598.50 target price. 尽管市场波动和供应链面临挑战,但Melius Research认为,由于在可再生能源方面的强势定位、业务改进和对清洁能源的需求不断增加,有可能产生上向效应。 Melius Research sees potential for upside due to strong positioning in renewables, operational improvements, and growing demand for clean energy, despite market volatility and supply chain challenges.