Oracle Analysts Praise 'Resilient, Sticky' Revenue Stream, AI Growth After CloudWorld Conference
Oracle Analysts Praise 'Resilient, Sticky' Revenue Stream, AI Growth After CloudWorld Conference
甲骨文分析師在CloudWorld大會後讚揚"具韌性和粘性"的營業收入流和人工智能增長。
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舉辦財務分析師日活動後，收到了分析師們的強烈反應，公司在活動中展示了其雄心勃勃的人工智能和雲增長目標。
JPMorgan – Neutral with a Raised Price Target
摩根大通-中立，目標價上調
Analyst Mark R. Murphy reaffirmed a Neutral rating, raising the price target from $120 to $140.
分析師Mark R. Murphy重申了中立評級，將目標價格從120美元上調至140美元。
He highlighted Oracle's bold FY29 guidance, projecting a $104B revenue target with 16% CAGR post-FY26.
他強調了甲骨文大膽的29財年指引，預計營業收入目標達到1040億美元，複合年增長率達16%，財年26後。
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「有韌性、穩固且大部分爲循環的營收流」，以及雲應用程...
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