TD Cowen initiated coverage of GE Vernova (GEV) with a Buy rating and $400 price target GE Vernova appears well-positioned to benefit from an inflection of investment in electricity supply after a successful turnaround in most of its businesses, the analyst tells investors in a research note. TD Cowen sees margin expansion driving upside to consensus in 2026 and beyond, and views the investor update on December 10 as a potential catalyst for positive revisions.
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