Remark Holdings to present at Oracle Cloud World 2024 as part of the Data and AI Pavilion accelerated by NVIDIA

Goldman Reiterates Conviction Buy Rating on NVIDIA (NVDA), Succinctly Recaps Huang Comments at Conference: 'key provider to essentially all CSPs (+ other companies) developing AI'

Goldman Sachs analyst Toshiya Hari reiterated a Conviction Buy rating and $135.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "1) Accelerated Computing: Mr. Huang highlighted his long-held view that Moore's Law was no longer delivering the rate of innovation it had in the past and, as such, was driving computation inflation in Data Centers. Further, he noted that the densification and acceleration of the $1 trillion data center infrastructure installed base alone would drive growth over the next 10 years, as it would deliver material performance improvement and/or cost savings. 2)... More

Oracle (ORCL) PT Raised to $176 at Argus, Remains on Focus List

Argus raised its price target on Oracle (NYSE: ORCL) to $176.00 (from $159.00) while maintaining a Buy rating.

The analyst comments "We reiterating our BUY rating on Focus List selection Oracle Corp. (NGS: ORCL) and raising our target price to $176 from $159. Oracle is in the enviable position of having... More

CFRA Reiterates Hold Rating on Oracle (ORCL), PT $150

CFRA analyst Angelo Zino reiterated a Hold rating and $150.00 price target on Oracle (NYSE: ORCL).

The analyst comments "We hold our 12-month target at $150, on a P/E of 22x our CY 25 EPS estimate of $6.80, above historical/below peers. We keep our FY 25... More

William Blair Reiterates Outperform Rating on Oracle (ORCL)

William Blair analyst Sebastien Naji reiterated an Outperform rating on Oracle (NYSE: ORCL)

The analyst comments "Stock Thoughts: At an after-hours price of $152 per share (up 9% after-hours), Oracle trades at a price-to-earnings multiple of 22 times our calendar 2025 estimate. In our view, Oracle is... More

Melius Reiterates Hold Rating on Oracle (ORCL), 'One of the Better Beats in Software of Late'

Melius analyst Ben Reitzes reiterated a Hold rating and $155.00 price target on Oracle (NYSE: ORCL).

The analyst comments "

An Increasingly Credible Case into Analyst Meeting: So last quarter was an RPO (remaining performance obligations) beat, but a miss on everything else and the... More

Oracle (ORCL) PT Raised to $175 at BofA Securities

BofA Securities analyst Kash Rangan raised the price target on Oracle (NYSE: ORCL) to $175.00 (from $155.00) while maintaining a Neutral rating.

The analyst comments "Oracle delivered another quarter of accelerating RPO growth (53% y/y from 44%) as the company continues to transition to the cloud.... More

Oracle (ORCL) PT Raised to $170 at Jefferies

Jefferies analyst Brent Thill raised the price target on Oracle (NYSE: ORCL) to $170.00 (from $150.00) while maintaining a Buy rating.

The analyst comments "Before its upcoming conference participation, BOOT provided encouraging QTD comp results. QTD, BOOT has continued to witness positive comp performance,... More

Oracle (ORCL) PT Raised to $175 at Evercore ISI

Evercore ISI analyst Kirk Materne raised the price target on Oracle (NYSE: ORCL) to $175.00 (from $160.00) while maintaining a Outperform rating.

The analyst comments "Oracle delivered solid F1Q results that were highlighted by strong IaaS growth (+46% in c/c) and a continued call from management that... More

Oracle (ORCL) PT Raised to $140 at DA Davidson

DA Davidson analyst Gil Luria raised the price target on Oracle (NYSE: ORCL) to $140.00 (from $105.00) while maintaining a Neutral rating.

The analyst comments "We maintain our NEUTRAL rating and raise our price target to $140 from $105 following solid results that were mainly... More

Oracle (ORCL) PT Raised to $180 at Deutsche Bank

Deutsche Bank analyst Brad Zelnick raised the price target on Oracle (NYSE: ORCL) to $180.00 (from $165.00) while maintaining a Buy rating.

The analyst comments "We reiterate our Buy rating and increase our target price to $180 following strong F1Q results that exceeded on all headline metrics.... More

Citi Reiterates Neutral Rating on Oracle (ORCL)

Citi analyst Tyler Radke reiterated a Neutral rating and $140.00 price target on Oracle (NYSE: ORCL).

The analyst comments "Ahead of this weeks Cloud World and investor day ORCL delivered solid Aug-Q results. Revenue and profitability upside came in stronger than recent... More

Citi on NVIDIA (NVDA) q2 2024 Graphics Data: 'GPU revenue share was up 68bps (94.2%)'

Citi analyst Atif Malik reiterated a Buy rating and $150.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "Mercury Research released 2Q24 graphics data last week. While the data is backward-looking, on a QoQ basis, NVDA GPU revenue share was up 68bps (94.2%)... More