Ji Fernova today
As of 09/17/2025 03:59 pm
- 52 weeks
- 234.00 dollars
▼
$ 677.29
- Profit
- 0.16 %
- P/E ratio.
- 148.12
- The target price
- $ 592.35
A A modern purchase upgrade From Melius Research, sharpen the focus on the investor on Ge Vernova New York: JeffThe goal of the new optimistic price is $ 740. This signal is supported by Wall Street by a strong catalyst that transforms the energy sector: explosive growth of artificial intelligence (AI).
The massive electricity consumption required by artificial intelligence centers is to create a new power demand and network capacity. This puts Ge Vernova, the basic building of the world’s energy systems, in a major position to take advantage of building the basic infrastructure of the artificial intelligence economy.
Structural transformation in energy needs
The engine of the artificial intelligence revolution works on electricity, and its appetite is fierce. The complex accounts required to train and operate the artificial intelligence models require huge and intensive energy centers that consume energy on a previously invisible scale.
This increase in consumption causes a structural shift in global energy demand, stretching an existing infrastructure and creating an urgent need and billions of dollars to expand the backbone of energy in the digital world.
Confronting this challenge requires a two -sided solution. First, it is necessary to increase a significant increase in the generation of reliable energy to produce the huge size of the necessary electricity.
Second, the electrical network itself must be updated and expanded to transfer these huge new loads from the power stations to the data centers you need. This dual requirements create a strong and sustainable investment cycle for companies that provide basic equipment and services.
The engine of the artificial intelligence revolution
GE Vernova’s energy sector directly treats the need for more electricity generation, and its last performance appears. The part was reported from a 44 % organic increase in requests during the second quarter of 2025, a clear indication that the facilities are moving quickly to add the capacity.
These requests included 20 highly endured gas turbines and 27 units of air inhibition, which are explicitly linked to the mutation of artificial intelligence.
For investors, this translates into clarity of strong revenues. The total accumulation of the company, a measure of revenue contracted in the future, grew to 128.7 billion dollars. Total gas equipment agreements and opening -up to 55 gigawatts are now standing, providing a multi -year production runway in the future.
If we look forward, the GE Vernova progress in its BWRX-300 in its normative nuclear reactor (SMR) puts it as a long term in the long term of carbon-free BASLUAD power, which will be necessary for the generation next to universities on a large scale.
Critical promotion course for the network
Getting more energy is only half of the solution; This energy must be reliably delivered. The GE Vernova Electrical Sector provides the important options and compliments of this huge voltage to update the network. The sector’s performance emphasizes this strong trend, as it has spread 20 % impressive growth in revenue in the second quarter of 2025.
The direct evidence of the impact of artificial intelligence comes from the company’s CEO, who stated that GE Vernova has obtained approximately $ 500 million of requests related to the data center in the first half of 2025 alone. This puts the company in a pace to significantly exceed $ 600 million in the orders of the data center received throughout the previous year.
This demand has expanded the accumulation of equipment in the sector to about 24 billion dollars, or more than 6 billion dollars for the previous year. This growth is driven by basic devices sales, including high -voltage transformers, switches, and advanced network solutions.
These are the ingredients needed to connect the new databases to the power source and ensure the stability of the network.
Translate the request into the value of the shareholders
GE Vernova share expectations today
$ 592.35
-3.63 % negative sideModerate purchase
Based on 33 analyst classification
| The current price | 614.69 dollars |
|---|---|
| High expectations | $ 740.00 |
| Average expectations | $ 592.35 |
| Low expectations | 354.00 dollars |
GE Vernova’s share forecast details
The strong demand from the artificial intelligence sector is translated directly into a Stronger financial forecast for Ge Vernova. Management confidence is clear, as it raised its instructions in 2025 for the full year of the main standards.
The modified signs of the embitda increased from 8 % to 9 %, and the company raised the dropping of the free cash flow by $ 1 billion to a new range ranging from $ 3.0 to $ 3.5 billion.
This financial strength supports a strong strategy for customizing capital, including a A 6 billion dollar program to purchase shares. While the company’s wind sector continues to move in its transformation, its challenges are decisively overcoming through the enormous power and profitability of the energy and electricity sectors.
For investors, Melius promotion is a major indication that the market has begun to estimate Ge Vernova completely as an old industrial technology provider and an indicator to enable the artificial intelligence revolution. With a clear data runway, Optimism is a modern analyst It looks good.
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