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Investing.com - TD Cowen has raised its price target on Oracle (NYSE:ORCL) to $400 from $375 while maintaining a Buy rating following the company’s AI World conference and Analyst Day in Las Vegas. The new target falls within the broader analyst range of $175-$415, according to InvestingPro data, which also shows Oracle trading at premium valuation multiples relative to its peers.
The research firm cited Oracle’s updated outlook for its Oracle Cloud Infrastructure (OCI) business and the company’s fiscal year 2030 revenue targets, which exceeded Street expectations by more than $25 billion, while earnings per share guidance surpassed estimates by more than $2.50. This ambitious outlook builds on Oracle’s strong momentum, with InvestingPro data showing the stock has surged over 144% in the past six months, reflecting investor confidence in its growth strategy.
TD Cowen noted that Oracle’s OCI AI margins of 30-40% were better than expected, suggesting stronger profitability in the company’s artificial intelligence initiatives than previously anticipated.
The firm believes Oracle is well-positioned in the AI market with its comprehensive offerings across applications, data, infrastructure, and AI capabilities, which should drive customer consolidation of spending onto Oracle’s platform.
Oracle indicated it would consider diverse financing options for its infrastructure buildout, which TD Cowen suggests will help maintain manageable leverage levels as the company expands its AI capabilities.
In other recent news, Oracle has been the focus of several analyst reviews following its 2025 Analyst Day in Las Vegas, where the company shared ambitious financial targets. Oracle announced its long-term goals, projecting $225 billion in revenue and $21 earnings per share by fiscal year 2030, which surpasses many analysts’ expectations. BMO Capital reiterated its Outperform rating on Oracle, maintaining a $355 price target, while noting that Oracle’s fiscal year 2030 targets exceeded investor expectations, despite the fiscal year 2028 EPS target falling below consensus estimates.
RBC Capital maintained its Sector Perform rating with a $310 price target, expressing confidence in Oracle’s ability to scale its Cloud Infrastructure business. Stephens raised its price target for Oracle from $208 to $331, maintaining an Equal Weight rating, after Oracle increased its OCI growth guidance and provided revenue and earnings projections above Street expectations. Piper Sandler also raised its price target to $380 from $330, maintaining an Overweight rating, citing Oracle’s projected revenue growth. KeyBanc reiterated its Overweight rating and $350 price target, highlighting Oracle’s strong cloud infrastructure growth and the profitability of its AI data center project.
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