GE Vernova Shares Rise on Oracle AI Guidance, Target Price Raised

Shares of GE Vernova have experienced notable gains recently, buoyed by strong financial performance and positive market sentiment driven in part by Oracle's optimistic AI and cloud guidance. The company reported robust revenue and profit growth for the fiscal year ending March 2025, with sales increasing significantly year-over-year and strong cash flow metrics. Despite a high price-to-earnings ratio, GE Vernova maintains solid financial health indicated by metrics such as the Altman Z-score and Beneish M-Score, though some concerns remain about capital efficiency and insider selling. Analysts have generally positive outlooks on GE Vernova, with several raising price targets and maintaining buy or outperform ratings, while a few have moderated their views to hold or neutral. The company's offerings in electricity generation, conversion, and storage, particularly in gas turbines and nuclear power, position it well amid growing electricity demand driven by AI data centers and other factors. Meanwhile, Navitas Semiconductor's stock holds a mixed outlook with analyst ratings ranging from sell to buy and an average price target of $5.65, alongside recent earnings that met expectations but showed a revenue decline year-over-year.