Jefferies sees upside for Oracle stock on strong RPO momentum
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 9/1/2026
- Wall Street closes lower as oil prices jump, indexes notch monthly gains
- The Warsh pivot markets didn't expect
- Oil settles up by more than 2.5% as US and Iran resume military attacks
- Energy stocks rally as fresh U.S.-Iran attacks drive oil prices higher
- BofA turns S&P 500 signals from red to yellow: What to buy now
Barclays on Oracle (ORCL): 'even better times ahead'
June 11, 2025 4:42 PM EDTBarclays analyst Raimo Lenschow reiterated an Overweight rating and $202.00 price target on Oracle (NYSE: ORCL).
The analyst comments "We see Oracle shares higher after healthy Q4 results. All line items were better than consensus and the first comments for next year (including RPO to grow over 100%) suggest even better times ahead. Oracle delivered above consensus Q4 FY25 results (see difference table below). Currency helped a little this quarter but even without this, Oracle grew 11% YoY in... More
JPMorgan Reiterates Neutral Rating on Oracle (ORCL)
June 10, 2025 5:10 AM EDTJPMorgan analyst Mark Murphy reiterated a Neutral rating and $135.00 price target on Oracle (NYSE: ORCL).
The analyst comments "Heading into Oracles FQ4 (May) earnings results, our thesis remains that core AI infrastructure bookings remain robust across the technology landscape, which should be a positive signal for Oracles cloud infrastructure business. We continue to respect Oracles achievements in the AI domain while also being mindful of Oracles premium valuation of >50x EV/Street consensus CY26E uFCF vs. comparable hyperscalers and mega-cap enterprise software companies at ~30x (AMZN, GOOG, MSFT,... More
