Latest news with #BradSills
Yahoo
7 days ago
- Business
- Yahoo
Are Wall Street Analysts Bullish on Oracle Stock?
With a market cap of $718.1 billion, Oracle Corporation (ORCL) is a global leader in enterprise-grade software, hardware, and cloud services. The company offers a comprehensive suite of solutions, including databases, middleware, applications, and engineered systems, tailored for businesses, governments, and institutions worldwide. Shares of the Austin, Texas-based company have significantly outperformed the broader market over the past 52 weeks. ORCL stock has climbed nearly 100% over this time frame, while the broader S&P 500 Index ($SPX) has gained 21.5%. In addition, shares of Oracle have surged 53.4% on a YTD basis, compared to SPX's 7.1% rise. More News from Barchart Palantir's Free Cash Flow Margins and Forecasts Rise - Where This Leaves PLTR Stock Cathie Wood is Buying Figma Stock with Both Hands. Should You Buy This Hot IPO, Too? Can SoundHound's Q2 Results Send the Stock Soaring on August 7? Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! Looking closer, the software maker stock has also outpaced the Technology Select Sector SPDR Fund's (XLK) 31.4% return over the past 52 weeks. Shares of Oracle soared 13.3% following its Q4 2025 results on Jun. 11. The company reported adjusted EPS of $1.70 and revenue of $15.9 billion, topping forecasts. Oracle raised its fiscal 2026 revenue forecast to at least $67 billion, implying 16.7% growth, driven by accelerating demand for Oracle Cloud Infrastructure (OCI) and AI workloads. The management highlighted that total cloud growth is expected to rise over 40% in 2026. For the fiscal year ending in May 2026, analysts expect ORCL's EPS to grow 20.7% year-over-year to $5.31. The company's earnings surprise history is mixed. It beat or met the consensus estimates in three of the last four quarters while missing on another occasion. Among the 36 analysts covering the stock, the consensus rating is a 'Strong Buy.' That's based on 25 'Strong Buys,' one 'Moderate Buy' rating, and 10 'Holds.' This configuration is more bullish than three months ago, with 20 'Strong Buy' ratings on the stock. On Aug. 5, BofA analyst Brad Sills raised Oracle's price target to $295 while maintaining a 'Neutral" rating, citing strong capex guidance from Microsoft and Meta as positive signals for AI infrastructure demand, benefiting Oracle as a key player in the AI cycle. As of writing, the stock is trading above the mean price target of $240.57. The Street-high price target of $315 implies a potential upside of 23.2% from the current price levels. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
21-07-2025
- Business
- Yahoo
Top Analyst Calls Microsoft a 'Top Pick' Hikes Target to $585 on Azure AI Momentum
July 21 - Bank of America lifted its price target on Microsoft (NASDAQ:MSFT) to $585 from $515 ahead of the software giant's fiscal fourth?quarter results, according to a Friday note. Analysts led by Brad Sills kept a Buy rating and Top Pick designation, citing partner checks that point to deal volumes roughly matching the prior quarter. They see revenue in Q4 edging up by as much as 1% versus their base forecast. Warning! GuruFocus has detected 7 Warning Sign with MSFT. Azure remains the growth engine, with BofA projecting 35.5% constant?currency expansion, about 18 percentage points driven by AI, up from a prior 34.2 % estimate (17 points from AI). In Productivity and Business Processes, the team now expects 13% growth, powered by commercial Office upgrades and climbing Copilot adoption, above an earlier 12.5% forecast. Mobile Personal Computing forecasts were also raised to 3.4% growth from 2.4%, reflecting stronger-than-expected PC shipment data. Looking beyond, Sills's group models fiscal 2026 revenue growth holding at 14% as Azure's share of total sales grows. They flagged further Copilot traction as the next major catalyst for shares trading at a premium to peers. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
21-07-2025
- Business
- Yahoo
Top Analyst Calls Microsoft a 'Top Pick' Hikes Target to $585 on Azure AI Momentum
July 21 - Bank of America lifted its price target on Microsoft (NASDAQ:MSFT) to $585 from $515 ahead of the software giant's fiscal fourth?quarter results, according to a Friday note. Analysts led by Brad Sills kept a Buy rating and Top Pick designation, citing partner checks that point to deal volumes roughly matching the prior quarter. They see revenue in Q4 edging up by as much as 1% versus their base forecast. Warning! GuruFocus has detected 7 Warning Sign with MSFT. Azure remains the growth engine, with BofA projecting 35.5% constant?currency expansion, about 18 percentage points driven by AI, up from a prior 34.2 % estimate (17 points from AI). In Productivity and Business Processes, the team now expects 13% growth, powered by commercial Office upgrades and climbing Copilot adoption, above an earlier 12.5% forecast. Mobile Personal Computing forecasts were also raised to 3.4% growth from 2.4%, reflecting stronger-than-expected PC shipment data. Looking beyond, Sills's group models fiscal 2026 revenue growth holding at 14% as Azure's share of total sales grows. They flagged further Copilot traction as the next major catalyst for shares trading at a premium to peers. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
19-07-2025
- Business
- Yahoo
BofA Drops Jaw-Dropping Target On Microsoft Stock
Bank of America analyst Brad Sills raised Microsoft's (NASDAQ:MSFT) price target to $585 from $515 ahead of the company's fiscal fourth-quarter results, set for July 30. According to partner checks, deal activity appears to be tracking in line with last quarter, with notable strength in Azure momentum. Office performance also looks solid, thanks to ongoing E3 and E5 upgrades and the early rollout of Copilot. Meanwhile, better-than-expected desktop shipments are providing a lift to the mobile personal computing segment. Warning! GuruFocus has detected 7 Warning Sign with MSFT. Sills is modeling full-year fiscal 2026 revenue growth at roughly 14%, with Azure expected to contribute more than 30% of total sales. He also notes that capital spending is stabilizing as a percentage of revenue, while margins are continuing to expand. Investors have already pushed Microsoft shares up about 30% since those partner conversations began. Now, all attention turns to the July 30 earnings report to see if Microsoft can beat expectations and prove that Copilot is a true growth catalyst. This article first appeared on GuruFocus.
Yahoo
18-07-2025
- Business
- Yahoo
BofA Drops Jaw-Dropping Target On Microsoft Stock
Bank of America analyst Brad Sills raised Microsoft's (NASDAQ:MSFT) price target to $585 from $515 ahead of the company's fiscal fourth-quarter results, set for July 30. According to partner checks, deal activity appears to be tracking in line with last quarter, with notable strength in Azure momentum. Office performance also looks solid, thanks to ongoing E3 and E5 upgrades and the early rollout of Copilot. Meanwhile, better-than-expected desktop shipments are providing a lift to the mobile personal computing segment. Warning! GuruFocus has detected 7 Warning Sign with MSFT. Sills is modeling full-year fiscal 2026 revenue growth at roughly 14%, with Azure expected to contribute more than 30% of total sales. He also notes that capital spending is stabilizing as a percentage of revenue, while margins are continuing to expand. Investors have already pushed Microsoft shares up about 30% since those partner conversations began. Now, all attention turns to the July 30 earnings report to see if Microsoft can beat expectations and prove that Copilot is a true growth catalyst. This article first appeared on GuruFocus. Errore nel recupero dei dati Effettua l'accesso per consultare il tuo portafoglio Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati Errore nel recupero dei dati
