Bernstein analyst Mark Moerdler has maintained their bullish stance on ORCL stock, giving a Buy rating yesterday.
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Mark Moerdler’s rating is based on several compelling factors that highlight Oracle’s strategic positioning and growth potential. One of the primary reasons is Oracle’s significant differentiation in its Oracle Cloud Infrastructure (OCI) technology, which is expected to drive substantial growth. The company’s strategic move of its database to the cloud and the rapid expansion of its ERP solutions, as they transition to cloud-based models, are also key contributors to this positive outlook.
Furthermore, Oracle’s advancements in AI datacenter technology present an additional upside. These developments position Oracle to potentially capture a significant share in the AI model training and inferencing market. The anticipated improvement in Oracle’s margins, aligning with their fiscal year 2029 guidance, further supports the Buy rating, indicating a promising financial trajectory for the company.
In another report released yesterday, Jefferies also maintained a Buy rating on the stock with a $190.00 price target.
Based on the recent corporate insider activity of 50 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of ORCL in relation to earlier this year.