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奥本海默公司称，GE Vernova受益于强劲的需求、利润率上升和股票回购。

-- 奥本海默周四在一份报告中指出，GE Vernova (GEV) 持续受益于强劲的需求、不断扩大的客户群、更优的定价、软件业务的增长、现金流的增加以及股票回购。 该券商表示，GE Vernova 第一季度订单额达 183 亿美元，远超此前 135 亿美元的预期，表明其需求依然强劲且覆盖面广，客户和地区均有增长。该公司提供的集成解决方案正助力其赢得更多业务，尤其是在电气化领域，该领域第一季度的数据中心订单量已超过 2025 财年全年预期。 报告指出，GE Vernova 的软件业务，无论从产品层面还是运营层面来看，目前仍被低估，有望帮助其利润率超出预期。同时，强劲的现金流和持续的股票回购也将继续支撑股价。 该券商表示，管理层稳步提价并专注于提升效率，应能有效支撑盈利。报告还指出，该公司已上调了 2026 财年的营收、利润率和自由现金流预期。 奥本海默公司维持对该股的“跑赢大盘”评级，并将目标价从1139美元上调至1303美元。 通用电气Vernova公司股价周四上涨2.6%。

Price: $1157.05, Change: $+29.49, Percent Change: +2.62%

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