Latest news with #NYSEORCL
Yahoo
6 days ago
- Business
- Yahoo
Cantor Fitzgerald Raises Oracle (ORCL) Price Target, Keeps Overweight Rating
Oracle Corporation (NYSE:ORCL) is one of the 12 Best Performing AI Stocks So Far in 2025. On July 17, Cantor Fitzgerald raised its price target on Oracle Corporation (NYSE:ORCL) from $216 to $271 while keeping an Overweight rating. Cantor Fitzgerald raised its estimates for Oracle Cloud Infrastructure (OCI), Cloud Database Services (CDBS), and Multicloud CDBS. The firm's new estimates surpass the consensus estimates for fiscal years 2027 through 2029. Pixabay/Public Domain The research firm highlighted Oracle Corporation's (NYSE:ORCL) June 30, 2025, 8K filing, which showed multicloud CDBS revenue is growing over 100%. Cantor Fitzgerald forecasts this growth for fiscal 2025 to exceed 500%. However, this segment represents less than 0.5% of Oracle Corporation's (NYSE:ORCL) total revenue. Cantor Fitzgerald expects core OCI Infrastructure-as-a-Service revenues, excluding the implied CDBS forecast, to rise from 56% growth to 85% growth in fiscal 2026. The firm also kept its adjusted OCI estimates 5-6% higher than consensus estimates for fiscal years 2028 and 2029. The firm justified the new price target due to the strong momentum in core OCI and the potential for further positive updates to its OCI estimates, which are already above consensus estimates. Oracle Corporation (NYSE:ORCL) is an American multinational computer technology company specializing in database software, cloud infrastructure, and enterprise software solutions. The company offers one of the industry's broadest and deepest suites of AI-powered cloud applications. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 12 Best Performing Stocks in the Last 6 Months and 12 Most Owned Stocks by Hedge Funds So Far in 2025. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
04-08-2025
- Business
- Yahoo
Cantor Fitzgerald Raises Oracle (ORCL) Price Target, Keeps Overweight Rating
Oracle Corporation (NYSE:ORCL) is one of the 12 Best Performing AI Stocks So Far in 2025. On July 17, Cantor Fitzgerald raised its price target on Oracle Corporation (NYSE:ORCL) from $216 to $271 while keeping an Overweight rating. Cantor Fitzgerald raised its estimates for Oracle Cloud Infrastructure (OCI), Cloud Database Services (CDBS), and Multicloud CDBS. The firm's new estimates surpass the consensus estimates for fiscal years 2027 through 2029. Pixabay/Public Domain The research firm highlighted Oracle Corporation's (NYSE:ORCL) June 30, 2025, 8K filing, which showed multicloud CDBS revenue is growing over 100%. Cantor Fitzgerald forecasts this growth for fiscal 2025 to exceed 500%. However, this segment represents less than 0.5% of Oracle Corporation's (NYSE:ORCL) total revenue. Cantor Fitzgerald expects core OCI Infrastructure-as-a-Service revenues, excluding the implied CDBS forecast, to rise from 56% growth to 85% growth in fiscal 2026. The firm also kept its adjusted OCI estimates 5-6% higher than consensus estimates for fiscal years 2028 and 2029. The firm justified the new price target due to the strong momentum in core OCI and the potential for further positive updates to its OCI estimates, which are already above consensus estimates. Oracle Corporation (NYSE:ORCL) is an American multinational computer technology company specializing in database software, cloud infrastructure, and enterprise software solutions. The company offers one of the industry's broadest and deepest suites of AI-powered cloud applications. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 12 Best Performing Stocks in the Last 6 Months and 12 Most Owned Stocks by Hedge Funds So Far in 2025. Disclosure: None. This article is originally published at Insider Monkey. 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
30-07-2025
- Business
- Yahoo
Oracle's (ORCL) Strategic Innovation Boosts its Dividend Appeal
Oracle Corporation (NYSE:ORCL) is included among the . A team of IT professionals meticulously crafting a large-scale enterprise performance management system. The company introduced the world's first autonomous database, marking a significant milestone in data management. It also offers one of the most comprehensive and advanced collections of AI-driven cloud applications across the industry. In addition, Oracle supports the largest electronic health record (EHR) implementation globally, catering to over 9.5 million beneficiaries across the United States, Europe, and the Asia Pacific region. Although Oracle Corporation (NYSE:ORCL) was initially viewed as a late entrant in the cloud infrastructure market, it has managed to establish a strong position, particularly by helping clients handle artificial intelligence workloads. This focus has led to fast-paced growth in that segment. Oracle Corporation (NYSE:ORCL) is popular among dividend investors as the company has paid uninterrupted dividends since 2009. The company offers a quarterly dividend of $0.50 per share and has a dividend yield of 0.81%, as of July 28. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. 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
30-07-2025
- Business
- Yahoo
Should You Consider Investing in Oracle Corp. (ORCL)?
Parnassus Investments, an investment management firm, released its 'Parnassus Value Equity Fund' second-quarter 2025 investor letter. The fund focuses on owning a concentrated portfolio of U.S. large-cap stocks. The full letter is available for download here. For the second quarter of 2025, the fund reported a net return of 7.24%, outperforming its benchmark, the Russell 1000 Value Index, which returned 3.79% for the same period. The fund's top 5 holdings are also listed in the letter, showing the firm's main investment positions heading into 2025. One of the companies mentioned in the letter is Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments. Over the past month, Oracle Corporation (NYSE:ORCL) rose by 8.70%, and it gained 79.26% over the last 12 months. On July 29, 2025, Oracle Corporation (NYSE:ORCL) shares closed at $249.98, with a market capitalization of $702.151 billion. Here is what they have to say about Oracle Corporation (NYSE:ORCL) in their investor letter: "Oracle Corporation (NYSE:ORCL) stock benefited from the firm's better-than-expected quarterly results. The software and cloud infrastructure provider continues to benefit from the AI megatrend, signaling that cloud growth will accelerate." A team of IT professionals meticulously crafting a large-scale enterprise performance management system. Oracle Corporation (NYSE:ORCL) is not included in our list of the 30 most popular stocks among hedge funds. According to our data, 97 hedge fund portfolios held positions in Oracle Corporation (NYSE:ORCL) at the end of the first quarter of 2025, down from 105 in the previous quarter. Oracle Corporation (NYSE:ORCL) reported Q4 2025 EPS of $1.70, exceeding analyst expectations of $1.64. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. Oracle Corporation (NYSE:ORCL) is not included in our list of the 30 most popular stocks among hedge funds. According to our data, 97 hedge fund portfolios held positions in Oracle Corporation (NYSE:ORCL) at the end of the first quarter of 2025, down from 105 in the previous quarter. Oracle Corporation (NYSE:ORCL) reported Q4 2025 EPS of $1.70, exceeding analyst expectations of $1.64. While we acknowledge the risk and potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ORCL and that has 10,000% upside potential, check out our report about this cheapest AI stock. In another article, we covered Oracle Corporation (NYSE:ORCL) and shared Polen Capital's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. 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
23-07-2025
- Business
- Yahoo
Analyst Says He's Going to ‘Sleep Like a Baby' After Trimming Oracle (ORCL) Position
Oracle Corp (NYSE:ORCL) is one of the . Jim Lebenthal, partner at Cerity Partners, explained in a recent program on CNBC why he's trimming his position in Oracle Corp (NYSE:ORCL). 'I've been in the stock 2 and a half years. I'm up 150%. It's become a very big position. I'm trimming the stock. I'm going to sleep like a baby tonight trimming the stock. I'm still going to own shares. However, we're entering earnings season. We all know that in earnings season something gets stupidly dislocated. I have been fully invested. I need to have some dry powder. If I want to buy low, I have to sell high. That's the name of the game.' Lebenthal, however, insisted that he's not 'hating on' Oracle Corp (NYSE:ORCL). He said he first bought the stock when it was around $86. For fiscal 2026, Oracle expects strong cloud growth amid rising AI datacenter demand. The company is spending heavily in Cloud infrastructure. The stock has gained about 68% over the past year and its P/E is now above 50. As most of its revenue now comes from cloud services, any slowdown in AI momentum could weigh on growth and margins. Photo by Science in HD on Unsplash Mar Vista U.S. Quality Strategy stated the following regarding Oracle Corporation (NYSE:ORCL) in its second quarter 2025 investor letter: 'Oracle Corporation (NYSE:ORCL) shares rebounded from the pressure experienced in calendar Q1 2025, as concerns about tariffs impacting IT budgets proved to be overstated. The company reported a strong fiscal Q4 2025 (May quarter), driven by robust demand for its hyperscale cloud offering, OCI Gen 2, which supports large language models. While we acknowledge the potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the . READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
