$GE Vernova Inc.(GEV)$ GE Vernova's Q4 results and implied a Q1 EBITDA guide was below consensus, but orders were the highlight of the quarter, with Gas Turbine business ending the year with over 20GW in orders and more than doubling y/y. Power is expected to see continued growth in gas equipment orders, and the firm stance was further "buoyed" by the comments that high margin upgrades could increase by 50% to $3B by the end of the decade. The price target for GE Vernova has been raised to $500.00 per share which is up from their prior $446.00 per share.`

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