I’m looking for ORCL to close around $169 on 11 September.
The key for me is whether OCI growth confirms that the huge AI backlog is actually converting into revenue.
Expectations are already high, so I don’t think a normal EPS beat alone is enough for a 10%+ rally.
If cloud growth and FY2027 guidance hold up without another major financing surprise, I think a mid-to-high single digit gain is the most reasonable outcome.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.