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高盛:甲骨文-OCI 人工智能培训 momentum 推动 2026 财年雄心勃勃的增长及 RPO 目标
甲骨文甲骨文(US:ORCL) 高盛·2025-06-16 00:03

12 June 2025 | 5:31AM PDT Oracle Corp. (ORCL) OCI AI Training Momentum Drives Ambitious FY26 Growth and RPO Targets ORCL 12m Price Target: 195.00Price:195.00 Price: 176.38 Upside: 10.6% We reiterate our Neutral rating and raise our PT to 195(195 (145 prior) after strong F4Q results, which came in above Consensus on Revenue (+2%), Gross Profit (+1%), OpM (+40bps), and -200% below on FCF (as CapEx came in +140% higher than expected). The stock is +8% AH – reflecting the quarterly beat, +100bps raise on FY26 revenue guida ...