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奧本海默公司稱，GE Vernova受益於強勁的需求、利潤率上升和股票回購。

-- 奧本海默週四在一份報告中指出，GE Vernova (GEV) 持續受益於強勁的需求、不斷擴大的客戶群、更優的定價、軟體業務的成長、現金流的增加以及股票回購。 該券商表示，GE Vernova 第一季訂單額達 183 億美元，遠超先前 135 億美元的預期，顯示其需求依然強勁且覆蓋面廣，客戶和地區均有成長。該公司提供的整合解決方案正協助其贏得更多業務，尤其是在電氣化領域，該領域第一季的資料中心訂單量已超過 2025 財年全年預期。 報告指出，GE Vernova 的軟體業務，無論從產品層面或營運層面來看，目前仍被低估，可望幫助其利潤率超出預期。同時，強勁的現金流和持續的股票回購也將繼續支撐股價。 該券商表示，管理層穩步提價並專注於提升效率，應能有效支撐獲利。報告還指出，該公司已上調了 2026 財年的營收、利潤率和自由現金流預期。 奧本海默公司維持對該股的「跑贏大盤」評級，並將目標價從1,139美元上調至1,303美元。 通用電氣Vernova公司股價週四上漲2.6%。

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

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