{"id":128630,"date":"2025-10-17T19:04:10","date_gmt":"2025-10-17T19:04:10","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/128630\/"},"modified":"2025-10-17T19:04:10","modified_gmt":"2025-10-17T19:04:10","slug":"oracle-gains-after-jefferies-raises-price-target-on-ai-and-cloud-growth","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/128630\/","title":{"rendered":"Oracle Gains After Jefferies Raises Price Target on AI and Cloud Growth"},"content":{"rendered":"\n<p class=\"yf-1090901\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/3147704\/oracle-gains-after-jefferies-raises-price-target-on-ai-and-cloud-growth?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">GuruFocus<\/a>.<\/p>\n<p class=\"yf-1090901\">Oracle (<a href=\"https:\/\/finance.yahoo.com\/quote\/ORCL\" data-ylk=\"slk:ORCL;elm:context_link;itc:0;sec:content-canvas\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">ORCL<\/a>, <a href=\"https:\/\/finance.yahoo.com\/quote\/ORCL\" data-ylk=\"slk:Financials;elm:context_link;itc:0;sec:content-canvas\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">Financials<\/a>) is getting fresh <a href=\"https:\/\/www.investing.com\/news\/stock-market-news\/oracle-jefferies-hikes-pt-on-accelerating-ai-cloud-momentum-4293744\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:attention from Wall Street after Jefferies raised;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">attention from Wall Street after Jefferies raised<\/a> its price target on the stock to $400 from $360, citing stronger momentum in the company&#8217;s AI and cloud businesses.<\/p>\n<p class=\"yf-1090901\">In a note to clients, Jefferies said Oracle is entering a new growth phase, as it benefits from surging demand for AI infrastructure and steady adoption of its cloud platform. Analysts believe Oracle&#8217;s integrated One-Oracle approachtying together its database, applications, infrastructure, and AI toolspositions the company well against cloud leaders like Amazon and Microsoft.<\/p>\n<p class=\"yf-1090901\">Jefferies argued that Oracle&#8217;s new long-term ambitions were proof that the firm had changed. The company predicts that its revenues would increase up by over four times, to $225 billion by the end of fiscal 2030. This is a 31% annual growth rate. Oracle Cloud Infrastructure is its fastest-growing segment, and it is predicted to bring in $166 billion in revenue at a rate of 75% each year.<\/p>\n<p class=\"yf-1090901\">Earnings per share might also go up by 28% a year to $21.The analysts acknowledged rising capital spending will be needed to meet those goals but said the near-term costs are outweighed by Oracle&#8217;s expanding AI partnerships and customer demand. The report added that Oracle now looks like an emerging hyperscaler in the global cloud race.<\/p>\n<p class=\"yf-1090901\">Oracle shares were up about 3% in early trading as investors responded to the upbeat outlook and raised confidence that the company&#8217;s cloud strategy is gaining traction.<\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Oracle (ORCL, Financials) is getting fresh attention from Wall Street after Jefferies&hellip;\n","protected":false},"author":2,"featured_media":128631,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,73821,289,290,76591,18,19,17,13992,42105,82],"class_list":{"0":"post-128630","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-annual-growth-rate","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-cloud-platform","13":"tag-eire","14":"tag-ie","15":"tag-ireland","16":"tag-jefferies","17":"tag-oracle-cloud-infrastructure","18":"tag-technology"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/128630","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=128630"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/128630\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/128631"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=128630"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=128630"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=128630"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}