Oracle's cloud growth forecast 'rarely seen at this scale': Bernstein
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BNP Paribas Exane Eaton (ETN): 'we revisited our model and conclude our DC revenue CAGR of >20% through 2030 is achievable'
September 12, 2025 10:02 AM EDTBNP Paribas Exane analyst Andrew Buscaglia reiterated an Outperform rating and $413.00 price target on Eaton (NYSE: ETN).
The analyst comments "We believe Oracle's remarkable backlog inflection this week illustrates the magnitude of growth potential that's still ahead for ETN (+). We expect a similar backlog... More
DA Davidson on Oracle (ORCL): 'We believe OpenAI will continue to be a key winner from the explosion of growth in AI'
September 11, 2025 11:19 AM EDTDA Davidson analyst Gil Luria reiterated a Neutral rating and $300.00 price target on Oracle (NYSE: ORCL).
The analyst comments "We believe OpenAI will continue to be a key winner from the explosion of growth in AI, especially as long as it continues to lead our model rankings. However, we believe it may be helpful to put this announcement in context: OpenAI is still organized as a not-for-profit, which is limiting its ability to take in the capital it raised in March. This transition is... More
