Stocks To Watch Trade Near Buy Points; Three Are Data Center Plays | Investor's Business DailyBREAKING: [Stocks Test Key Levels; U.S. Government Enters Shutdown]---GE Vernova (GEV) broke out past a buy point Friday, while Vertiv Holdings (VRT), Dycom Industries (DY), Halozyme Therapeutics (HALO) and Viking Holdings (VIK) are other stocks to watch as they trade near buy points. Of the five stocks, three are benefiting from data center expansion. Those companies — GE Vernova, Vertiv and Dycom — grew earnings ...

Group 1 - GE Vernova's expected significant growth is already reflected in its stock price, indicating that any execution, margin, or timing disappointments could result in a compression of its valuation multiple [1] - The stock is considered fairly valued based on projections for 2028, but a discount is suggested [1] Group 2 - The analysis highlights a professional background that spans various industries, providing a diverse perspective on investment opportunities [1] - The investment strategy focuses on cyclical industries, recognizing their potential for substantial returns during economic recovery while balancing risk through fixed-income investments [1]

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: BMO Capital upgraded Southwest (LUV) to Outperform from Market Perform with a price target of $57.50, up from $43. The airline's current initiatives offer "significant momentum" and earnings upside to at least $4.00 per share in 2026 from 93c in 2025, the firm tells investors in a research note.Barclays upgraded Q ...

TD Cowen raised the firm’s price target on GE Vernova (GEV) to $780 from $680 and keeps a Buy rating on the shares. The firm said orders and pricing continue to surprise as the firm beat Q4 expectations. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today’s best-performing stocks on TipRanks >> Read More on GEV: Disclaimer & DisclosureReport an Issue ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 (Exact name of registrant as specified in its charter) Delaware 92-2646542 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) 58 Charles Street, Cambridge, MA 02141 (Address of principal executive offices) (Zip Code) (Registrant's telephone number, i ...

It has been a couple of high-stakes months for GE Vernova (NYSE: GEV ) since I last reviewed it back in late October . The company has transitioned from a massive grid-leader acquisition to nowAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been ...

Core Insights - The demand for clean electricity is accelerating globally, driven by structural trends and technological advancements, benefiting companies like GE Vernova (GEV) and Public Service Enterprise Group (PEG) from different perspectives [1][2][10] Group 1: Company Profiles - GE Vernova is positioned as a growth-oriented infrastructure provider focused on electrification and transmission modernization, with a recent acquisition enhancing its market leadership [4][5] - Public Service Enterprise has a balanced portfolio of regulated and non-regulated utility assets, providing stable earnings and growth opportunities, supported by favorable wholesale electricity prices [6][7][18] Group 2: Financial Performance - The Zacks Consensus Estimate for GE Vernova's 2026 earnings per share (EPS) is $13, indicating a year-over-year growth of 76.6%, with a long-term earnings growth rate of 18% [9] - The Zacks Consensus Estimate for Public Service Enterprise's 2026 EPS is $4.36, indicating a year-over-year growth of 8.09%, with a long-term earnings growth rate of 7.05% [11] Group 3: Investment and Valuation Metrics - GE Vernova has a total debt to capital ratio of nil, while Public Service Enterprise has a ratio of 57.88% [13] - GE Vernova shares trade at a forward Price/Earnings (P/E) ratio of 51.89X, compared to Public Service Enterprise's P/E of 18.57X [14] - GE Vernova's return on equity (ROE) is 46.91%, significantly higher than Public Service Enterprise's ROE of 12.62% [15] Group 4: Stock Performance - Over the past three months, GE Vernova's shares have increased by 23.7%, while Public Service Enterprise's shares have risen by 1.4% [16] Group 5: Investment Recommendation - Currently, GE Vernova is favored due to its superior earnings growth, price performance, ROE, and better debt position, although both companies hold a Zacks Rank of 3 (Hold) [18]

GE Vernova Inc. (NYSE:GEV) reported mixed fourth-quarter results on Wednesday.For the quarter, GE Vernova reported revenue of $10.956 billion, up 4% from $10.559 billion, and sales exceeded an analyst estimate of $10.213 billion. Fourth-quarter EPS of $2.79 missed a $3.18 estimate, while diluted GAAP EPS rose to $13.39 from $1.73 a year earlier.“We delivered strong financial performance in 2025 with continued momentum in Power and Electrification while focusing on what we can control in Wind. We increased o ...

Core Insights - GE Vernova (GEV) shares have increased significantly, rising approximately 123% since being rated a Buy last April, with current trading just below its 52-week high [1] Orders, Backlog, and Margins - The analysis emphasizes a focus on orders, backlog, and margins as key indicators of company performance, rather than relying on narratives [1]

28 January 2026 | 4:56PM EST Equity Research GE Vernova (GEV) Robust orders, Power equipment backlog margins the story GEV 12m Price Target: $925.00 Price: $692.70 Upside: 33.5% Bottom line: Robust orders, Gas Power equipment backlog margins the story. While Offshore Wind remains challenged, orders across the portfolio were robust. Specifically, Power orders were +77% y/y organically and, backlog + SRAs ended the year at 83GW, +21GW q/q. Notably, this is expected to grow to 100GW in 2026, implying >30GW in ...