Street View: Oracle story positive, growth acceleration under watch

ReutersJun 12, 2025 2:22 PM

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 12% in early trading

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

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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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