UBS identifies stock winners amid structural growth tailwinds
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June 13, 2025 12:36 PM EDT
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
June 13, 2025 11:48 AM EDT
Citi analyst Ronald Josey reiterated a Buy rating and $690.00 price target on Meta Platforms Inc. (NASDAQ: META).
The analyst comments "Yesterday, Meta invested $14.3B in Scale AI to acquire a 49% stake in the company valuing Scale AI at $29B and representing... More
June 12, 2025 8:28 AM EDT
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
