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Stock impact report

GE Vernova (GEV): Reassessing Valuation After Jefferies Upgrade, Higher Targets, Bigger Buyback and Dividend Hike [Yahoo! Finance]

GE Vernova Inc. (GEV) 
Company Research Source: Yahoo! Finance
an expanded buyback that underscore management's confidence in AI driven power demand. See our latest analysis for GE Vernova. That backdrop helps explain why the stock has been so volatile in recent sessions, yet still sports a powerful year to date share price return of around 94 percent and a roughly 92 percent one year total shareholder return. This suggests momentum is cooling, but the broader trend remains firmly higher. If you like the structural story around electrification and AI driven power demand, it could be worth exploring aerospace and defense stocks as another way to find infrastructure heavy names tied to long term policy and spending cycles. With the stock now trading just below Wall Street targets after a surge of more than 90 percent, the key question is simple: Is GE Vernova still a misunderstood value, or has the market already priced in years of AI fueled growth? With GE Vernova closing at $658.28 against a narrative fair value near $681, the story lea Show less Read more
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