Oracle Analysts Praise 'Resilient, Sticky' Revenue Stream, AI Growth After CloudWorld Conference
Oracle Analysts Praise 'Resilient, Sticky' Revenue Stream, AI Growth After CloudWorld Conference
甲骨文分析师在CloudWorld大会后赞扬"具韧性和粘性"的营业收入流和人工智能增长。
Oracle Corp. (NYSE:ORCL) garnered strong reactions from analysts following its Financial Analyst Day at CloudWorld, where the company showcased its ambitious AI and cloud growth targets.
甲骨文公司（NYSE:ORCL）在CloudWorld举办财务分析师日活动后，收到了分析师们的强烈反应，公司在活动中展示了其雄心勃勃的人工智能和云增长目标。
JPMorgan – Neutral with a Raised Price Target
摩根大通-中立，目标价上调
Analyst Mark R. Murphy reaffirmed a Neutral rating, raising the price target from $120 to $140.
分析师Mark R. Murphy重申了中立评级，将目标价格从120美元上调至140美元。
He highlighted Oracle's bold FY29 guidance, projecting a $104B revenue target with 16% CAGR post-FY26.
他强调了甲骨文大胆的29财年指引，预计营业收入目标达到1040亿美元，复合年增长率达16%，财年26后。
Murphy noted Oracle's "resilient, sticky, and largely recurring revenue stream" and the growth in cloud applications, Oracle Cloud Infrastructure (OCI), and strategic hardware, all of which are driving the company's expansion. He also emphasized Oracle's >...
Murphy指出了甲骨文的“有韧性、稳固且大部分为循环的营收流”，以及云应用程...
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