Bernstein·2026-11-04CompanyOutperform$1,298GE Vernova, Inc (GEV.US) GEV: Key takeaways from our CFO roadshow
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Bernstein·2026-10-06CompanyOutperform$1,298GE Vernova, Inc (GEV.US): Power Services-The gift that keeps on giving
Bernstein·2026-09-22SectorOutperform$1,298U.S. Electrical Equipment: State of Utility Capex 2Q26-Capex intention update and sharpened messaging on rate-payer affordability
Bernstein·2026-10-06SectorOutperform$1,298Americas Power & Energy Transition: How much power will the US need-our power demand forecast through 2030
Goldman Sachs·2026-09-24CompanySiemens Energy (ENR1n.DE): New buyback points to a returns of value acceleration
Bernstein·2026-09-21ThematicOutperform$1,298Americas Power & Energy Transition: Beyond the cheapest MWh-a note on levelized cost metrics
Bernstein·2026-09-14ThematicOutperform$1,298Global Capital Goods Powering AI: The modular advantage-how value shifts and who captures it
Bernstein·2026-08-21ThematicBernstein Energy & Power: Loss, not change, is what we're actually afraid of...