What changed
$GEV — Generates electricity from renewable sources.
🎯 Q1 FY26 | Rev $9B | EPS $17.44 vs $2.00 🟢 | Margin 1.9%
💡 Consensus expected EPS of $2.00, but actual was $17.44 (771% beat). The market likely dismissed this as a one-time gain (e.g., tax benefit or asset sale). However, the beat was driven by a surge in net income to $4.75B from $0.26B, with operating cash flow of $4.79B vs $0.26B prior. The market is underestimating the sustainability of this cash g...
🏢 Business Quality: 7/10 | Valuation: fair
📉 Risk/Reward: Upside 20% (to $1140 on 30x FY EPS of $38, assuming beat-and-raise) vs downside 15% (to $810 on 25x FY EPS of $...
Also in play: $GEV $NEE $DUK $SO $CEG $HON