매크로 컨텍스트

테마

Gas Turbines & Power Generation Infrastructure

핵심 동인

  • Global #1 in gas turbine market share
  • Data center power demand growing 15-20% annually
  • Grid connection lead times of 4-5 years → gas turbine demand
  • Surging on-site power generation demand

리스크

  • Natural gas price volatility
  • Carbon regulation tightening
  • Gas turbine lead time extension
  • Nuclear/renewable energy substitution

애널리스트 컨센서스

최저 380 USD최고 1,110 USD
현재가컨센서스 목표가

2026. 6. 15. 기준

증권사애널리스트목표가투자의견
투자 기간: 12개월

모니터링 트리거

핵심 지표

  • Gas turbine order backlog
  • Power segment revenue growth rate
  • On-site generation orders
  • Service contract revenue

리뷰 트리거

  • Gas turbine orders decline QoQ
  • Natural gas price spike
  • Carbon regulation legislation

무효화 조건

  • Data center power demand peak-out
  • Gas turbine alternatives (SMR/fuel cells) commercialize
  • Large-scale order cancellations

노트 타임라인

진입
2026. 2. 22. · NewMoneyMoves AI

Current price of $830 converging with consensus median. Top IBs (Goldman $925, Evercore $905) suggest further upside. Gas turbine near-monopoly position remains solid.

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Comments

생성: 2026. 2. 22.수정: 2026. 2. 24.가격 기준: 2026. 6. 15.