We have such a treat today, Carl. This is probably the most bullish story I have seen in years. We're talking about GE Vernova.It's rallying gigantically in pre-market company raising its outlet, doubling its dividend, increasing its buyback plan. And I think that doesn't really express how huge this really is. So joining us now on Post 9 is the CEO of Bernova, Scott Strazing.Scott, you know, I was blown away. My chapel trust owns it. We were looking at it and I didn't believe it. I didn't believe any of th ...

GE Vernova Inc. (NYSE:GEV) jumped to fresh record highs on Wednesday after the company's New York investor update delivered what Bank of America called a "Super-Vernova" outlook. The firm raised long-term financial targets, expanding capacity plans, and showcasing surging backlog growth.Minutes into the New York session, GE Vernova shares blasted up to $720.86, a 15% jump that put the stock on pace for its biggest trading day since the spin-off.Bank of America analyst Andrew Obin boosted GE Vernova’s price ...

Core Insights - Giredestrant has demonstrated a 30% reduction in the risk of disease recurrence or death when compared to standard-of-care endocrine therapy according to the company [1] Company Summary - Giredestrant is positioned as a significant advancement in treatment options, showing improved efficacy over traditional therapies [1]

Core Viewpoint - GE Vernova is experiencing an upward trend following its investor day, driven by improved medium-term guidance and enhanced cash flow narrative, indicating potential for growth despite premium valuation [2][4][10] Financial Guidance - Management anticipates approximately $52 billion in revenue and a 20% adjusted EBITDA margin by 2028, up from $45 billion and 14% previously, indicating a stronger earnings and cash flow base than previously expected [4][10] Backlog and Order Trends - GE Vernova has secured 18 GW of gas turbine contracts year-to-date and expects around 80 GW of combined slot reservations and backlog by year-end, aiming to increase total backlog from approximately $135 billion to about $200 billion by 2028 [5][10] Cash Flow and Capital Returns - The company projects at least $22 billion in cumulative free cash flow from 2025 to 2028, up from an earlier minimum of $14 billion, with a quarterly dividend of $0.50 per share announced for Q1 2026 and an increase in buyback authorization from $6 billion to $10 billion [6][10] Current Financial Performance - Revenues have risen approximately 9.4% over the past twelve months, from around $34 billion to $38 billion, with an 11.8% year-on-year increase in the most recent quarter to $10.0 billion, although operating margins remain weak at around 3.7% [7][10] Balance Sheet Strength - GE Vernova is debt-free with cash and equivalents of $7.9 billion against $54 billion of total assets, resulting in a cash-to-assets ratio of 14.6%, which supports its investment strategy and capital returns [8][10] Valuation Perspective - The stock appears expensive based on current sales or profit metrics, as it is assessed on projected earnings rather than current earnings, but there remains upside potential if management meets its targets [9][10] Investment Conclusion - GE Vernova represents a high-quality energy-transition platform with solid revenue growth and strong financial stability, despite current weak profitability, suggesting significant potential for equity value growth [10]

智通财经APP获悉，周三，GE Vernova(GEV.US)盘前大涨超10%，报689.07美元。消息面上，此前该公 司宣布将股息翻倍，提高股票回购授权，并在提高了盈利预期。这家涡轮机制造商将季度股息提高至每 股 0.50 美元，并将股票回购授权从 60 亿美元提高至 100 亿美元，这主要得益于大量且不断增长的积压 订单、强劲的利润率以及更优惠的招聘价格。 GE Vernova还发布了2026 年的初步业绩指引，预计收入为 410 亿至 420 亿美元，自由现金流为 45 亿至 50 亿美元，同时将本年度的自由现金流预期从之前的 30 亿至 35 亿美元上调至 35 亿至 40 亿美元，并 维持对 360 亿至 370 亿美元的收入预期，且倾向于区间顶端。GE Vernova首席执行官 Scott Strazik 表 示："公司正处于创造巨大价值的早期阶段，未来财务状况将更加稳健。" ...

周三，GE Vernova(GEV.US)盘前大涨超10%，报689.07美元。消息面上，此前该公司宣布将股息翻倍， 提高股票回购授权，并在提高了盈利预期。这家涡轮机制造商将季度股息提高至每股0.50美元，并将股 票回购授权从60亿美元提高至100亿美元，这主要得益于大量且不断增长的积压订单、强劲的利润率以 及更优惠的招聘价格。 GE Vernova还发布了2026年的初步业绩指引，预计收入为410亿至420亿美元，自由现金流为45亿至50亿 美元，同时将本年度的自由现金流预期从之前的30亿至35亿美元上调至35亿至40亿美元，并维持对360 亿至370亿美元的收入预期，且倾向于区间顶端。GE Vernova首席执行官Scott Strazik表示："公司正处于 创造巨大价值的早期阶段，未来财务状况将更加稳健。" ...

GE Vernova stock price has had a strong performance after its public market debut in March last year. It has jumped from around $100 to $625, bringing its market capitalization to over $170 billion. ...

Core Viewpoint - GE Vernova's stock has reached record levels following the company's announcement of an improved long-term financial outlook and plans to increase cash returns to shareholders [1] Financial Performance - The company has boosted its long-term outlook for financial returns, indicating a positive trajectory for future earnings [1] - Plans to return more cash to shareholders suggest a commitment to enhancing shareholder value [1] Market Reaction - The stock's surge into record territory reflects strong investor confidence in the company's strategic direction and financial health [1]

Shares of GE Vernova rose more than 8% in premarket trade on Wednesday after forecasting higher revenue for 2026 and a $4 billion increase in its share buyback program, driven by rising demand for its... ...

U.S. stock futures advanced on Wednesday after Tuesday’s mixed close. Futures of major benchmark indices were higher.The Federal Open Market Committee‘s two-day meeting ends today, with investors eyeing a rate cut decision and Fed Chair Jerome Powell‘s speech in the afternoon.Meanwhile, the 10-year Treasury bond yielded 4.20% and the two-year bond was at 3.62%. The CME Group's FedWatch tool‘s projections show markets pricing an 89.9% likelihood of the Federal Reserve cutting the current interest rates later ...