-- GE Vernova（GEV）週一發布聲明稱，已獲得印度Megha Engineering and Infrastructures Limited的訂單，將為安得拉邦1.35吉瓦的Upper Sileru水力發電廠項目提供9台150兆瓦的抽水蓄能機組。 該工程計劃於2030年完工，建成後將躋身印度最大的抽水蓄能電站之列。預計其年發電量相當於約300萬戶家庭的用電量。 該項目旨在透過儲存過剩的可再生能源並平衡波動的太陽能和風能發電，來支持電網穩定。 GE Vernova的合約涵蓋9台垂直弗朗西斯可逆式抽水蓄能機組及其相關控制系統的設計、工程、製造、測試、交付和調試支援。 此次得標是兩家公司繼GE Vernova目前正在為昆達水電站專案交付4台125兆瓦抽水蓄能機組之後的第二次合作。 抽水蓄能是一種大規模儲能技術，能夠快速切換抽水和發電模式，以應對高峰需求和頻率波動。 GE Vernova公司表示，其在全球抽水蓄能裝置容量中約佔30%，並在全球開發超過3吉瓦的專案。
Price: $1073.06, Change: $+10.11, Percent Change: +0.95%
Expand Energy (EXE) is advancing margin-enhancing commercial initiatives and could see increased shareholder returns through stock buybacks, with its shares trading at a "meaningful discount to peers," RBC Capital Markets said in a report emailed Monday.The firm highlighted a new 1.15 million tonnes per annum LNG offtake agreement tied to Delfin FLNG Vessel 1, which pulls forward prior timelines and supports the company's goal of $0.20 per thousand cubic feet equivalent in margin expansion, equivalent to roughly $500 million in free cash flow, according to the report.Expand Energy remains "on track" to meet its 2026 budget of $2.75 billion to $2.95 billion and production guidance of 7.4 billion to 7.6 billion cubic feet equivalent per day, while retaining flexibility to adjust activity levels in response to weak natural gas prices, the report said.The firm cited encouraging early results from Western Haynesville wells and ongoing leadership transition progress, with a CEO expected in H2 of 2026, and said that after about $1.3 billion in Q2 debt repayment, capital returns are likely to increasingly favor buybacks over "variable dividends," according to the report.RBC has an outperform rating on Expand Energy, with a price target of $145.Price: $99.78, Change: $-0.34, Percent Change: -0.34%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target to $109 from $132, 12.5x our 2026 EPS estimate of $8.71. We believe this premium multiple is justified by the long-term pent-up demand opportunity and the company's financial flexibility to navigate near-term energy cost pressures. We model a 30-bp operating margin decline in 2026 due to energy costs, which we expect will negate leverage benefits despite modest revenue growth. Our assumptions yield 2026 EPS of $8.71 (revised from $9.54) and 2027 EPS of $9.85 (revised from $10.89). The primary risk to our thesis is the potential for the current energy shock to extend into 2027, which would further weaken consumer demand and likely require downward revisions to future earnings. For now, we expect continued spending from wealthier consumers and a seesawing but present commercial demand to provide a floor for the business. This balance of near-term risk against long-term recovery potential keeps us on the sidelines, awaiting greater clarity on the macroeconomic environment.
Tyson Foods (TSN) has an average rating of hold and mean price target of $68.54, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $66.19, Change: $+2.51, Percent Change: +3.93%