Form 8-K ORACLE CORP For: Sep 09
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DA Davidson on Oracle (ORCL): 'We believe OpenAI will continue to be a key winner from the explosion of growth in AI'
September 11, 2025 11:19 AM EDTDA Davidson analyst Gil Luria reiterated a Neutral rating and $300.00 price target on Oracle (NYSE: ORCL).
The analyst comments "We believe OpenAI will continue to be a key winner from the explosion of growth in AI, especially as long as it continues to lead our model rankings. However, we believe it may be helpful to put this announcement in context: OpenAI is still organized as a not-for-profit, which is limiting its ability to take in the capital it raised in March. This transition is... More
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
