Seaport Research Partners initiates coverage on GE Vernova with 'buy'

ReutersJul 10, 2025 2:15 PM

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Seaport Research Partners initiates coverage on power equipment maker GE Vernova GEV.N with "buy" rating

New PT of $630 represents a 17.6% upside to the stock's last close

Brokerage says GEV should remain a primary beneficiary of two powerful secular growth themes, the multi-driver power supercycle and the golden age of natural gas

Adds that this provides GEV with vibrant demand visibility and muscular pricing leverage out through 2030 as evidenced by its order backlog, reservation agreements and aftermarket contracts

26 of 34 brokerages rate the stock "buy" or higher, 8 "hold"; their median PT is $510 - data compiled by LSEG

Including session's moves, stock up 60.6% YTD

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