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Mizuho Defending Oracle (ORCL): 'Buying Opportunity as AI Margin Headlines Drive Share Weakness'

October 7, 2025 12:30 PM EDT

Mizuho analyst Siti Panigrahi reiterated an Outperform rating and $350.00 price target on Oracle (NYSE: ORCL).

The analyst comments "ORCL shares are trading lower intra-day (down ~6% vs. QQQ down ~60 bps) following an article from The Information (link) calling out weakness in AI margins. We... More