Oracle (ORCL) Tops Q4 EPS by 6c

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Oracle (ORCL) PT Raised to $220 at Jefferies

June 13, 2025 12:36 PM UTC

Jefferies analyst Brent Thill raised the price target on Oracle (NYSE: ORCL) to $220.00 (from $200.00) while maintaining a Buy rating.

The analyst comments "ORCL beat high RPO expectations with 41% growth and FY26 guide of 100%+ growth (not incl. Stargate), reinforcing the breadth of... More

Oracle (ORCL) PT Raised to $170 at DA Davidson

June 12, 2025 8:28 AM UTC

DA Davidson analyst Gil Luria raised the price target on Oracle (NYSE: ORCL) to $170.00 (from $140.00) while maintaining a Neutral rating.

The analyst comments "Oracle reported $15.9B of total revenue in F4Q25 growing 11% Y/Y in constant currency, an acceleration from the previous quarter. Similar to the past several quarters, Oracle Cloud Infrastructure (OCI) continues to be a significant driver of Oracle's reacceleration into now low double-digits growth. During the quarter, OCI grew 62%, a notable acceleration from the 51% growth that was reported in the previous quarter, which was primarily driven by demand for AI... More

Morgan Stanley on Oracle (ORCL): 'we remain on the sidelines seeking external validation points'

June 12, 2025 6:59 AM UTC

Morgan Stanley analyst Keith Weiss reiterated an Equalweight rating and $175.00 price target on Oracle (NYSE: ORCL).

The analyst comments "Talking a Big Game, Do the Numbers Back it Up? After a Q3 print where mixed execution in the quarter left investors under-appreciating a massive $33 billion increase in remaining performance obligation (RPO), in Q4 investors appear willing to overlook a relatively in-line print and limited backlog build RPO up just $8 billion or +6% QoQ versus a 5-year average of +17% QoQ as management presented a remarkably positive view on growth into FY26. After decelerating to 41%... More

Oracle (ORCL) PT Raised to $215 at Wolfe Research

June 12, 2025 5:22 AM UTC

Wolfe Research analyst Alex Zukin raised the price target on Oracle (NYSE: ORCL) to $215.00 (from $165.00) while maintaining a Outperform rating.

The analyst comments "With expectations riding high into the print, ORCL not only delivered a solid 4Q beat, but clobbered every FY26 growth number (Cloud +40%, IaaS 70+ % & Total RPO +100%) and guided them higher. For 4Q, total revenue was $15.9B (+11% Y/Y), a ~2% beat, driven primarily by outperformance in Cloud License/OnPrem with a shout-out to Database... More

Oracle (ORCL) PT Raised to $220 at Jefferies

June 12, 2025 5:13 AM UTC

Jefferies analyst Brent Thill raised the price target on Oracle (NYSE: ORCL) to $220.00 (from $200.00) while maintaining a Buy rating.

The analyst comments "ORCL beat high RPO expectations with 41% growth and FY26 guide of 100%+ growth (not incl. Stargate), reinforcing the breadth of... More

Barclays on Oracle (ORCL): 'even better times ahead'

June 11, 2025 4:42 PM UTC

Barclays analyst Raimo Lenschow reiterated an Overweight rating and $202.00 price target on Oracle (NYSE: ORCL).

The analyst comments "We see Oracle shares higher after healthy Q4 results. All line items were better than consensus and the first comments for next year (including RPO to grow over 100%) suggest even better times ahead. Oracle delivered above consensus Q4 FY25 results (see difference table below). Currency helped a little this quarter but even without this, Oracle grew 11% YoY in... More