Street View: Oracle story positive, growth acceleration under watch
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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