J P M O R G A N North America Equity Research 08 December 2025 Clean Energy 2026 Outlook: Back to Baseload Basics; Renewables Likely Consolidate Heading into 2026, we expect baseload power sources to remain top of mind for investors, though we expect the thematic trade to become more nuanced by individual stock fundamentals and valuation, rather than simply by exposure. Within renewables, we expect another year of outperformance for the utility-scale market, though we expect a trend towards larger, more com ...

I have more that 35 years of experience in the investment field having worked as a sell & buy side analyst and portfolio manger for debt and equity funds. I am currently managing a high yield Latam bond fund.My goal, as a Seeking Alpha contributor, is to provide a fundamental view and analysis of companies and funds in a streamlined version of institutional research. The operating and financial forecast, whether my own or based on consensus, drives the valuation and ultimate rating. I like numbers (financia ...

华尔街最受热议且对市场有影响的研报评级如今汇总于此。以下是由 The Fly 整理的、投资者今日需关 注的研报评级变动。 五大评级上调 华尔街最受热议且对市场有影响的研报评级如今汇总于此。以下是由 The Fly 整理的、投资者今日需关 注的研报评级变动。 五大评级上调 五大评级下调 五大首次覆盖评级 责任编辑：郭明煜 五大评级下调 五大首次覆盖评级 责任编辑：郭明煜 1. 杰富瑞将罗库（ROKU）的评级从 "持有" 上调至 "买入"，目标价从 100 美元上调至 135 美元。该 机构认为，在乐观情形下，罗库的平台营收有望实现 20% 以上的增长。 2. 派珀・桑德勒将 Unity（U）的评级从 "中性" 上调至 "增持"，目标价从 43 美元上调至 59 美元。 该机构表示，进入 2026 年，移动应用广告市场 "态势良好"。BTIG 也将 Unity 的评级从 "中性" 上 调至 "买入"，目标价定为 60 美元。 3. 花旗将赛默飞世尔（TMO）的评级从 "中性" 上调至 "买入"，目标价从 580 美元上调至 660 美 元。该机构认为，赛默飞世尔将受益于制药支出增加以及产业本土化带来的利好。 4. ...

We recently published 10 Stocks Boasting the Biggest Gains; 4 Hit Record Highs. GE Vernova Inc. (NYSE:GEV) is one of the best performers on Wednesday. GE Vernova soared to a new all-time high on Wednesday after raising its growth outlook over the next three years and doubling its quarterly dividends. At intra-day trading, the stock climbed to its highest price of $731 before paring gains to finish the day just up by 15.62 percent at $723 apiece. During its recently concluded Investor Day, GE Vernova Inc ...

Thursday, Seaport analyst Tom Curran downgraded shares of GE Vernova to Hold from Buy. ...

GE Vernova (GEV) shares ended the last trading session 15.6% higher at $723. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 8.5% gain over the past four weeks.GE Vernova is gaining momentum by sharpening profitability in its wind division through cost controls, better execution and a more disciplined project pipeline. GEV recently raised its financial projections through 2028 and boosted its shareholder returns. T ...

Market Overview - The CNN Money Fear and Greed index showed a slight increase in fear levels, with a current reading of 35.6 compared to a previous reading of 32.1, indicating the index remains in the "Fear" zone [6] - U.S. stocks experienced gains, with the Dow Jones index rising approximately 500 points during the session, closing at 48,057.75 [5] Federal Reserve Actions - The Federal Open Market Committee reduced the federal funds rate by 25 basis points to a range of 3.50–3.75%, attributing the decision to cooling labor conditions and moderating inflation [2] Company Performance - GE Vernova Inc. (NYSE:GEV) was a notable performer, surging over 15% after raising its outlook during the Investor Day [3] - Conversely, Uber Technologies Inc. (NASDAQ:UBER) underperformed, dropping more than 5% amid intensified regulatory pressure in Europe and a price target reduction by Morgan Stanley [3] Economic Data - U.S. compensation costs for civilian workers increased by 0.8% in the third quarter, a slight decrease from the 0.9% gain in the previous quarter [4] - Most sectors within the S&P 500 closed positively, with industrials, materials, and consumer discretionary stocks showing the largest gains, while utility stocks closed lower [4] Upcoming Earnings - Investors are anticipating earnings results from Ciena Corp. (NYSE:CIEN), Broadcom Inc. (NASDAQ:AVGO), and Costco Wholesale Corp. (NASDAQ:COST) [5]

瑞银将其目标价从760美元上调至835美元，并维持"买入"评级。瑞银分析师Amit Mehrotra写道，GE Vernova的目标"非常乐观"、"高于预期"，并补充说，该公司"在实现目标方面一直表现出色，因此我们 认为这些预测对最终的实际业绩而言是积极的"。瑞银指出，GE Vernova的长期业绩指引可能过于保 守，尤其是在电力业务方面。 与此同时，William Blair重申了其"跑赢大盘"评级，并认可了该公司上调的2028年业绩指引，尽管该指 引仍较为保守。该行指出，GE Vernova在其演示中在所有预期方面都有所表现，包括上调了2028年的指 引，而威廉布莱尔仍认为这一指引较为保守。该行继续将GE Vernova视为能源和电力基础设施领域的领 导者，该机构认为这是AI主题中最重要的组成部分。 智通财经APP获悉，周三，GE Vernova (GEV.US)股价在标普500指数成分股中领涨，盘中一度触及731 美元的历史新高，最终收盘涨幅高达15.62%，报723美元。此前，该公司宣布将股息翻倍，提高股票回 购授权，发布2026年财务指引，并上调了盈利指引，这表明未来几年对新型天然气发电的需求将保持 ...

受益于乐观的2026年营收展望及回购计划加码，GE Vernova股价创历史新高。周三，这家电力设备制造 商的股价飙升至历史新高，因其对2026年营收作出更高预测，并将股票回购计划规模扩大40亿美元。 人工智能及其他数据密集型行业激增的电力需求，正推动该公司电网和燃气轮机业务强劲增长。 William Blair分析师Jed Dorsheimer表示，公司的投资者日活动"全面开花"。他指出，GE Vernova所有可 预定的燃气轮机产能已售罄至2028年，预计订单可见度将延续至2030年。该公司在另一份文件中称，预 计到年底将签署800亿瓦联合循环燃气轮机合同。 2025年以来，GE Vernova（GEV）股价涨幅显著，年内累计上涨超过115%。这一飙升反映了异常强劲 的需求背景，主要受人工智能（AI）相关电力消费加速、电气化举措全面铺开以及全球脱碳进程推进 等因素驱动。这些结构性顺风正在推动对先进能源基础设施的持续需求，GE Vernova正从中受益。 GEV的业务组合涵盖发电、电网输电和储能技术。随着资本投入数据密集型领域、大规模基础设施现 代化以及建筑和交通系统的电气化努力，GE Vernova有望实 ...

A rising stock line smashes through glass, symbolizing a powerful breakout. Key Points Market rebound and improving sentiment are creating ideal conditions for breakout setups, with the S&P 500 just 1% off its highs ahead of a likely Fed rate cut. GE Vernova, Tesla, and TeraWulf are all trading just below major resistance levels, each supported by strong technical structures. GEV’s recent breakout and noteworthy catalyst, Tesla’s recent robotics momentum, and WULF’s high short interest make each of the ...