Uxin shares drop 45% as predicted by InvestingPro’s Fair Value model
Investing.com - HSBC maintained its Buy rating and $382.00 price target on Oracle (NYSE:ORCL) as the company explores various funding strategies for its cloud infrastructure expansion. This target represents significant upside from the current price of $204.79, though InvestingPro data shows Oracle is currently trading near its Fair Value. The stock has taken a substantial hit, falling 12.64% over the past week.
The research firm noted that Oracle has not yet communicated its specific funding approach for building out infrastructure needs, but highlighted that large capital-intensive projects can utilize techniques like special purpose vehicles or joint ventures to avoid balance sheet bloat and mitigate risk.
HSBC pointed to Meta’s recent joint venture with Blue Owl Capital as an example of alternative funding structures, where debt will be issued to bond investors through a private offering.
Oracle has secured over $500 billion in remaining performance obligations (RPO), with good revenue timing visibility, and is planning carefully to meet these commitments, according to HSBC’s analysis.
The firm believes Oracle remains committed to maintaining its investment grade rating while considering all funding options, potentially using joint ventures as it continues executing its plan to gain market share from established cloud providers AWS and Azure.
In other recent news, Oracle’s earnings and revenue results have sparked various reactions from analysts. Deutsche Bank reiterated its Buy rating on Oracle with a price target of $375, highlighting the company’s relationship with OpenAI despite recent concerns about AI capacity commitments and capital expenditure plans. Meanwhile, DA Davidson lowered its price target for Oracle to $200, maintaining a Neutral rating due to concerns about Oracle’s reliance on OpenAI for its reported increase in remaining performance obligations. BofA Securities noted the "OpenAI dilemma" as OpenAI becomes both a valuable cloud customer and a potential competitor, with Oracle being one of the major cloud providers involved in significant multi-year deals.
Additionally, Oracle has expanded its board of directors by electing Stephen Rusckowski, former CEO and President of Quest Diagnostics, effective November 18, 2025. In another development, Oracle Health Information Network, a subsidiary of Oracle, has been designated as a Qualified Health Information Network under the Trusted Exchange Framework and Common Agreement. This designation allows Oracle Health customers to participate in a nationwide health information exchange system, enhancing secure data sharing across various sectors. These developments highlight Oracle’s ongoing strategic moves and partnerships in the tech and health information sectors.
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