After-hours movers: Oracle, Rubrik, Relay Therapeutics

Oracle (ORCL) PT Raised to $176 at Argus, Remains on Focus List

Argus raised its price target on Oracle (NYSE: ORCL) to $176.00 (from $159.00) while maintaining a Buy rating.

The analyst comments "We reiterating our BUY rating on Focus List selection Oracle Corp. (NGS: ORCL) and raising our target price to $176 from $159. Oracle is in the enviable position of having... More

CFRA Reiterates Hold Rating on Oracle (ORCL), PT $150

CFRA analyst Angelo Zino reiterated a Hold rating and $150.00 price target on Oracle (NYSE: ORCL).

The analyst comments "We hold our 12-month target at $150, on a P/E of 22x our CY 25 EPS estimate of $6.80, above historical/below peers. We keep our FY 25... More

Rubrik Inc (RBRK) PT Raised to $48 at Citi

Citi analyst Fatima Boolani raised the price target on Rubrik Inc (NYSE: RBRK) to $48.00 (from $47.00) while maintaining a Buy rating.

The analyst comments "Continued execution focus against flagship cyber resilience message delivered Subs ARR 40% YoY, ~5pts ahead, with Cloud nicely... More

William Blair Reiterates Outperform Rating on Oracle (ORCL)

William Blair analyst Sebastien Naji reiterated an Outperform rating on Oracle (NYSE: ORCL)

The analyst comments "Stock Thoughts: At an after-hours price of $152 per share (up 9% after-hours), Oracle trades at a price-to-earnings multiple of 22 times our calendar 2025 estimate. In our view, Oracle is... More

Melius Reiterates Hold Rating on Oracle (ORCL), 'One of the Better Beats in Software of Late'

Melius analyst Ben Reitzes reiterated a Hold rating and $155.00 price target on Oracle (NYSE: ORCL).

The analyst comments "

An Increasingly Credible Case into Analyst Meeting: So last quarter was an RPO (remaining performance obligations) beat, but a miss on everything else and the... More

Oracle (ORCL) PT Raised to $175 at BofA Securities

BofA Securities analyst Kash Rangan raised the price target on Oracle (NYSE: ORCL) to $175.00 (from $155.00) while maintaining a Neutral rating.

The analyst comments "Oracle delivered another quarter of accelerating RPO growth (53% y/y from 44%) as the company continues to transition to the cloud.... More

Rubrik Inc (RBRK) PT Lowered to $40 at Wells Fargo

Wells Fargo analyst Andrew Nowinski lowered the price target on Rubrik Inc (NYSE: RBRK) to $40.00 (from $42.00) while maintaining a Overweight rating.

The analyst comments "Shares traded down 6% AMC, though the company outperformed guidance and expectations across all metrics. They continue to make... More

Oracle (ORCL) PT Raised to $170 at Jefferies

Jefferies analyst Brent Thill raised the price target on Oracle (NYSE: ORCL) to $170.00 (from $150.00) while maintaining a Buy rating.

The analyst comments "Before its upcoming conference participation, BOOT provided encouraging QTD comp results. QTD, BOOT has continued to witness positive comp performance,... More

Oracle (ORCL) PT Raised to $175 at Evercore ISI

Evercore ISI analyst Kirk Materne raised the price target on Oracle (NYSE: ORCL) to $175.00 (from $160.00) while maintaining a Outperform rating.

The analyst comments "Oracle delivered solid F1Q results that were highlighted by strong IaaS growth (+46% in c/c) and a continued call from management that... More

Oracle (ORCL) PT Raised to $140 at DA Davidson

DA Davidson analyst Gil Luria raised the price target on Oracle (NYSE: ORCL) to $140.00 (from $105.00) while maintaining a Neutral rating.

The analyst comments "We maintain our NEUTRAL rating and raise our price target to $140 from $105 following solid results that were mainly... More

Oracle (ORCL) PT Raised to $180 at Deutsche Bank

Deutsche Bank analyst Brad Zelnick raised the price target on Oracle (NYSE: ORCL) to $180.00 (from $165.00) while maintaining a Buy rating.

The analyst comments "We reiterate our Buy rating and increase our target price to $180 following strong F1Q results that exceeded on all headline metrics.... More

Goldman Sachs Reiterates Buy Rating on Rubrik Inc (RBRK)

Goldman Sachs analyst Kash Rangan reiterated a Buy rating and $48.00 price target on Rubrik Inc (NYSE: RBRK).

The analyst comments "We reiterate our Buy rating and our Price Target of $48 following Rubrik's strong F2Q results that saw Subscription ARR come in +3% above Consensus, Cloud ARR and Revenue +5% above, while Contribution Margin outperformed by ~500 bps and FCFM by 21pp. The stock is indicated -6% AH,... More

Guggenheim Reiterates Buy Rating on Rubrik Inc (RBRK)

Guggenheim analyst John DiFucci reiterated a Buy rating and $48.00 price target on Rubrik Inc (NYSE: RBRK).

The analyst comments "Rubrik significantly outperformed on all key metrics, underscoring its position as the fastest growing company within our enterprise software coverage, coupled with notable progress towards positive FCF, which we expect next year. Cloud ARR grew 80% to $678M, about 7% above consensus and drove Subscription ARR of $887M, up 40% y/y and 3.5% above consensus. Full-year guidance was raised by more than the F2Q... More

Cantor Fitzgerald Reiterates Overweight Rating on Rubrik Inc (RBRK)

Cantor Fitzgerald analyst Yi Fu Lee reiterated an Overweight rating and $50.00 price target on Rubrik Inc (NYSE: RBRK).

The analyst comments "We reiterate our Overweight rating and maintain our 12-month price target at $50 post beat-&-raise F2Q25. Rubrik delivered on back-to-back quarters of upbeat results, with F2Q25 revenue exceeding FactSet consensus by 4.5%, subscription annual recurring... More

Citi Reiterates Neutral Rating on Oracle (ORCL)

Citi analyst Tyler Radke reiterated a Neutral rating and $140.00 price target on Oracle (NYSE: ORCL).

The analyst comments "Ahead of this weeks Cloud World and investor day ORCL delivered solid Aug-Q results. Revenue and profitability upside came in stronger than recent... More

Goldman Sachs Reinstates Relay Therapeutics (RLAY) at Buy

Goldman Sachs analyst Salveen Richter reinstates coverage on Relay Therapeutics (NASDAQ: RLAY) with a Buy rating and a price target of $20.00.

The analyst comments "Given positive Ph2 data of selective PI3K inhibitor RLY-2608 + fulvestrant in PI3K-mutated HR+/HER2- breast cancer and planned Ph3 initiation in 2025, we reinstate RLAY with a Buy rating and $20 price... More