GE Vernova drives progress in the energy sector. Susquehanna analysts recommend buying with a target of $370 (+20%).

GE Vernova (GEV) is a leading company in the energy sector. The company specializes in the electrification and decarbonization of energy supply. In the fourth quarter and the entire year, GEV made remarkable progress. In the Power segment, GEV is experiencing strong demand for gas turbines, supported by the expansion of data centers and AI applications. Orders for gas turbines doubled in 2024, with the company recording 20 gigawatts of orders. Electrification is also driving growth: there was a doubling of orders in the fourth quarter due to investments...