Oracle (ORCL) call put ratio 2.1 calls to 1 put into quarter result

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Barclays on Oracle (ORCL): 'even better times ahead'

June 11, 2025 4:42 PM EDT

Barclays 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 EDT

JPMorgan 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