通用电气（GEV）：订单强劲，电力设备积压订单利润率成核心看点-GE Vernova (GEV)_ Robust orders, Power equipment backlog margins the story

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 ...