Oracle’s AI capacity ramp could unlock meaningful upside, says Mizuho
TL;DR Summary
Mizuho maintains its Outperform rating and a $320 target on Oracle, arguing the company’s AI-driven capacity ramp — about 1 GW of OCI capacity this quarter vs 1.2 GW in all of fiscal 2026 — could unlock upside ahead of Oracle’s fiscal Q1 results on Sept. 10 and the Oct. 28 Investor Day, though the high cost of AI infrastructure and potential impact on free cash flow remain key risks.
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