Street View: Oracle story positive for now with long-term under watch

ReutersJun 12, 2025 10:41 AM

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Oracle ORCL.N raised its annual revenue growth forecast on Wednesday expecting continued demand for cloud offerings from companies deploying artificial intelligence

The cloud service provider's shares rose 7.8% premarket

Median PT of 40 brokerages covering the stock is $197.21; average analyst rating is 'buy'- LSEG data

FAITH IN ORACLE STORY BUT EYES TOWARD THE FUTURE

Barclays ("overweight," PT: $221) says they "expect Q4 to re-ignite investor interest in the Oracle story and increase confidence that the company can deliver on its ambitious medium-term growth targets"

Piper Sandler ("neutral," PT: $190) says "ORCL has entered an entirely new wave of enterprise popularity that it has not seen since the Internet era in the late 90s"

RBC ("overweight," PT: $221) says despite the quarter being a step in the right direction, they are uncertain about near term acceleration due to capacity constraints

J.P. Morgan ("neutral," PT: $185) says they are positive about co's achievements in AI but continue to remain mindful of valuation

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