William Blair analyst Sebastien Naji has reiterated their bullish stance on ORCL stock, giving a Buy rating today.
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Sebastien Naji has given his Buy rating due to a combination of factors that highlight Oracle’s strong financial performance and promising growth prospects. Oracle’s fiscal fourth-quarter results exceeded expectations, with notable revenue and earnings per share growth driven by robust demand in its cloud and application businesses. The company’s cloud infrastructure (OCI) and database segments showed significant strength, with impressive revenue increases, particularly in IaaS. This growth was supported by substantial bookings from major clients such as Temu, Uber, Bytedance, and OpenAI.
Furthermore, Oracle’s future outlook appears optimistic, with increased guidance for fiscal 2026 indicating a 16% top-line growth and over 100% growth in remaining performance obligations (RPO). The anticipated acceleration in Oracle’s cloud business, especially in OCI, is expected to drive this growth, alongside a forecasted rise in SaaS revenue as customers transition from on-premises to cloud solutions. The introduction of new AI capabilities is also expected to provide additional growth opportunities. These factors collectively contribute to Naji’s confidence in Oracle’s potential, justifying the Buy rating.
In another report released today, Mizuho Securities also reiterated a Buy rating on the stock with a $180.00 price target.
Based on the recent corporate insider activity of 51 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of ORCL in relation to earlier this year.