5 big analyst AI moves: Apple lifted to Buy, AI chip bets reassessed
Oracle NASDAQ:ORCL Chief Executive Officer Clayton M. Magouyrk sold 40,000 shares of common stock on October 21, 2025, according to a Form 4 filing with the Securities and Exchange Commission. The sale comes amid Oracle’s strong market performance, with the stock delivering a 112% return over the past six months and reaching a market capitalization of $799 billion. The shares were sold at a weighted average price of $276.6377, with individual sales prices ranging from $276.60 to $276.91, resulting in a total transaction value of $11,065,508.
Following the transaction, Magouyrk directly owns 154,030 shares of Oracle stock.
In other recent news, Oracle has made significant strides in various sectors. UBS has reiterated its Buy rating on Oracle with a price target of $380, highlighting positive feedback from customers and partners regarding Oracle’s growth potential, particularly in AI technologies. In collaboration news, Oracle Health and Life Sciences has partnered with Baylor College of Medicine to advance research on alcohol-related liver disease, aiming to create one of the largest cohorts for this condition using Oracle’s AI data platform. Additionally, Sunnybrook Health Sciences Centre in Toronto has selected Oracle Health to implement a new AI-powered electronic health record system, intending to streamline patient information management.
Oracle has also enhanced its Public Safety Suite for first responders, integrating AI-powered analytics and voice command features to improve field efficiency. Meanwhile, JPMorgan has downgraded Oracle’s credit rating to Neutral from Overweight, citing the company’s substantial capital needs for its AI expansion and the associated execution risks. Oracle’s ambitious plans involve scaling cloud capacity and investing in next-generation data centers, with projected capital expenditures exceeding $35 billion this year. These developments reflect Oracle’s strategic focus on AI and cloud infrastructure amid varying analyst perspectives.
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