Oracle Corp (NYSE:ORCL) stock is up 2.6% to trade at $178.47 today, thanks to three price-target hikes, including two to $200 from Jefferies and BMO. The San Francisco-based software giant boasts a market cap just under half a trillion, and can seemingly do no wrong ahead of the company's fiscal fourth-quarter earnings report, due out after the close on Wednesday, June 11. Leading up to the event, options traders are betting on more gains.ORCL has a varied history of post-earnings moves. The stock shed 3.1% ...

摩根士丹利将甲骨文目标价由160美元上调至175美元。 ...

智通财经6月9日电，摩根士丹利将甲骨文目标价由160美元上调至175美元。 ...

CANADA - 2025/05/26: In this photo illustration, the Oracle Corporation logo is seen displayed on a ... More smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images Oracle’s (NYSE:ORCL) earnings report is set to be released on Wednesday, June 11, 2025. Historically, Oracle’s stock has experienced negative one-day returns following earnings announcements. In the last five years, the stock has declined in 60% of occurrences, wit ...

股价表现方面，自4月中旬触及十个月低点后，甲骨文股价持续走强，近一月累计上涨约12%。其12个 月平均股价为157.40美元。尽管2024年表现亮眼，且五年间市值近乎翻三倍，但从投资视角来看，鉴于 公司在云服务与AI领域的强劲发展势头，当前估值仍具吸引力。 甲骨文首席执行官Safra Ada Catz在第三季度财报电话会议上表示："我们对未来营收增长路径已形成清 晰预期。2025财年云基础设施收入增速必将超过上年50%的增幅，2026财年增速还将进一步加快。实现 660亿美元营收目标(约合15%增长率)的信心较以往更甚。更重要的是，预计2027财年增长率将达20%， 这较先前指引更为乐观。" 甲骨文(ORCL.US)将于美东时间6月11日美股盘后公布第四季度财报。市场普遍预期，这家科技巨头经 调整后每股收益将从上年同期的1.63美元微升至1.64美元，季度营收预计同比增长9%至155.8亿美元。 值得注意的是，上季度其营收与盈利双双不及预期，已连续两个季度表现低迷。 第三季度数据显示，剔除特殊项目后调整后每股收益为1.47美元(上年同期为1.41美元)。当季净利润达 29.4亿美元(合每股1.02美元)，较上 ...

Core Insights - Oracle is set to report its fiscal fourth-quarter 2025 results on June 11, with total revenues expected to grow between 9-11% at constant currency and 8-10% in dollar terms, with a consensus estimate of $15.54 billion, indicating an 8.8% increase year-over-year [1][2] Revenue and Earnings Expectations - Non-GAAP EPS is projected to grow between 0% to 2%, ranging from $1.62 to $1.66 at constant currency and $1.61 to $1.65 in USD, with a consensus estimate of $1.64 per share, reflecting a 0.61% growth from the previous year [2] - The company experienced a negative earnings surprise of 0.68% in the last reported quarter, missing earnings expectations in three of the last four quarters [4][5] Factors Influencing Results - Strong cloud momentum is countered by recent execution challenges, with remaining performance obligations reaching $130 billion, indicating robust demand fundamentals despite a revenue miss in Q3 [6][7] - Strategic partnerships with Google Cloud and Microsoft Azure are expected to enhance Oracle's market reach and address growth constraints [8] - AI initiatives have gained traction, with integrations enhancing product differentiation and sector-specific solutions potentially driving adoption [9] Capacity and Competitive Landscape - Capacity constraints that affected growth in the previous quarter may continue to limit revenue conversion despite strong booking activity [10] - Oracle's shares have declined by 10.1% over the past six months, underperforming the Zacks Computer and Technology sector [11] - Competitors like AWS, Google Cloud, and Microsoft Azure dominate the cloud space, accounting for 63% of total enterprise spending on cloud infrastructure services in Q1 2025 [15] Valuation Considerations - Oracle is trading at a premium price/book ratio of 27.73X compared to the Zacks Computer-Software industry average of 8.89X, indicating a stretched valuation [16] - The investment proposition presents a balanced risk-reward scenario, with strong long-term fundamentals but recent execution challenges suggesting near-term volatility [19] Conclusion - Oracle's substantial cloud backlog and AI positioning support long-term growth prospects, but recent performance volatility and premium valuation warrant caution [20]

Analysts on Wall Street project that Oracle (ORCL) will announce quarterly earnings of $1.64 per share in its forthcoming report, representing an increase of 0.6% year over year. Revenues are projected to reach $15.54 billion, increasing 8.8% from the same quarter last year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a company annou ...

金十图示：2025年06月05日（周四）全球主要科技与互联网公司市值变化 | Atlassian | 553 | 0.01% | 210.92 | | --- | --- | --- | --- | | SMIC | 552 | ↑ 2.47% | 5.3 | | 恩智浦 | 530 | 1 5.56% | 210.02 | | Infineon infineon | 259 | 1 4.21% | 40.73 | | Coupang | 512 | ↑ 0.46% | 28.35 | | Dassault 35 Systemes | 491 | 1 1.6% | 37.49 | | 泰科电子 | 480 | 0.09% | 162.07 | | 京东 | 480 | 1 2.84% | 33.33 | | Veeva Systems | 464 | + -0.41% | 283.57 | | Zscaler | 462 | 0.51% | 296.85 | | FICO FICO | 427 | 0.77% | 1755.03 | | 繁德信息技术 Fis | 422 | 1 0.25% | 80.34 | ...

About Oracle Life Sciences Oracle Life Sciences is a leader in cloud technology, pharmaceutical research, and consulting, trusted globally by professionals in both large and emerging companies engaged in clinical research and pharmacovigilance, throughout the therapeutic development lifecycle, including pre- and post-drug launch activities. With more than 20 years of experience, Oracle Life Sciences is committed to supporting clinical development and leveraging real-world evidence to deliver innovation and ...

ALPHARETTA, Ga., June 4, 2025 /PRNewswire/ - Alithya, a trusted leader in delivering transformative technology solutions, celebrates the innovation achievements of two valued clients—Oklahoma State University Medical Center and McKesson—who have received prestigious Oracle 2025 Customer Excellence Awards for the groundbreaking use of Oracle Cloud Applications.These recognitions underscore the impact of close collaboration, forward-thinking strategies, and a shared commitment to innovation. Oracle honored bo ...