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Oppenheimer Keeps Perform Rating on Oracle (ORCL): 'a step-up in Capex expense to support the RPO growth is consuming all the free cash flow generation'
September 10, 2025 6:32 AM EDTOppenheimer analyst Brian Schwartz reiterated a Perform rating on Oracle (NYSE: ORCL).
The analyst comments "Oracle's business got off to a fast start in FY26 with accelerating top-line growth and a record sales performance across RPO, Cloud Revenue, OCI, and multi-cloud... More
