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Oracle Poised for 150%+ Upside in 2026 Amid AI Cloud Push
business28 days ago

Oracle Poised for 150%+ Upside in 2026 Amid AI Cloud Push

Oracle surged after beating Q3 estimates, with bulls arguing more than 150% upside in 2026 driven by AI data-center investments and a record backlog in Remaining Performance Obligations. Guggenheim’s John DiFucci has ORCL as his Best Idea for 2026 with a $400 target, while the street’s average target (~$256) implies ~57% upside. The quarter posted EPS of $1.79 on revenue of $17.19B, up 22% year-over-year, underscoring strong cloud/AI demand and potential long-term cash-flow growth from Oracle’s AI/data-center investments and its bring-your-own-chip model.

via TipRanks|
#ai#business#cloud
Oracle's Q3 Beat Signals Early AI Monetization Amid Strong Cloud Demand
business1 month ago

Oracle's Q3 Beat Signals Early AI Monetization Amid Strong Cloud Demand

Oracle beats Q3 estimates with $1.79 EPS on $17.19B revenue (+22% YoY); AI and cloud demand remain robust, and backlog rose to $553B, signaling early monetization of AI infrastructure. Wedbush calls the results a huge relief and notes AI monetization is starting, while Jefferies hails a clean beat across the board. Cloud growth was 41% year over year in constant currency, operating margin 42.9%; consensus rating remains Strong Buy with a substantial upside potential.

via TipRanks|
#ai#business#cloud
Scotiabank Sees Upside in Oracle Stock Ahead of Q3 Earnings
markets1 month ago

Scotiabank Sees Upside in Oracle Stock Ahead of Q3 Earnings

Scotiabank’s Patrick Colville argues Oracle’s stock now offers a favorable risk/reward after a recent debt issuance and a planned ~$25B equity offering remove a major overhang, whileOpenAI funding helps de-risk a portion of Oracle’s RPO. The pace of capital spending could accelerate OCI revenue, supporting a faster OCI ramp, even as EPS for the upcoming quarters may come in below consensus due to higher interest costs and the anticipated share issuance; consensus remains bullish with a strong buy stance and higher price targets.

via TipRanks|
#earnings#markets#oci
Oracle Earnings Preview: Bulls See Big Upside Amid AI Buzz
market-news1 month ago

Oracle Earnings Preview: Bulls See Big Upside Amid AI Buzz

Oracle is due to report Q3 FY26 on March 10 amid fears about AI disruption and high debt, but analysts see substantial upside with Guggenheim’s John Difucci targeting a $400 price (about 161% upside) and the Street averaging roughly 75% upside over the next 12 months, driven by OCI growth, rising AI compute demand, and large cloud deals as investors await earnings details on cloud and data-centre expansion.

via TipRanks|
#ai#cloud-computing#earnings
Oracle Stock Dips After Reports Scrapped Abilene AI Data Center Expansion
market-news1 month ago

Oracle Stock Dips After Reports Scrapped Abilene AI Data Center Expansion

Oracle’s stock fell as reports indicated it canceled plans to expand its Abilene, Texas AI data center amid cost-cutting on AI investments; Nvidia helped facilitate talks with Meta, which later leased the site from Crusoe, while Oracle and OpenAI reportedly canceled the expansion. Despite the setback, Oracle maintains a Strong Buy consensus with an average target around $270.

via TipRanks|
#datacenter#market-news#meta
Oracle Stock Surges on AI Partnership Optimism After Upgrade
market-news2 months ago

Oracle Stock Surges on AI Partnership Optimism After Upgrade

Oracle shares jump after D.A. Davidson upgrades ORCL to Buy with an unchanged $180 target, citing improving AI-partnership dynamics and OpenAI alignment with Oracle as a key driver; Oracle also reports double-digit growth in its India cloud infrastructure operations with strong OCI demand. Analysts show a Strong Buy consensus and an average target of about $289.62, implying roughly 86% upside potential.

via TipRanks|
#ai-partnerships#da-davidson#market-news