Oracle(US:ORCL) 智通财经网·2025-06-13 01:42Group 1 - Oracle's cloud business revenue is expected to grow by 40% year-on-year in fiscal year 2026, not including potential contributions from the Stargate project [1] - The company's overall revenue for Q4 of fiscal year 2025 increased by 11% to $15.9 billion, surpassing Wall Street's average expectation of $15.6 billion [1] - Non-GAAP earnings per share for Q4 were $1.70, exceeding market estimates of $1.64 and the previous year's $1.63 [1] Group 2 - Total Remaining Performance Obligations (RPO) growth is expected to exceed 100% in fiscal year 2026, up from 41% in fiscal year 2025, driven by strong demand for AI and non-AI workloads [2] - Analysts from Jefferies raised their target price for Oracle from $200 to $220, maintaining a "Buy" rating [2] - Morgan Stanley maintains a target price of $175 with a "Market Perform" rating, indicating that if Oracle meets expectations, the current stock price is undervalued [2] Group 3 - Larry Ellison emphasized the importance of Oracle's database for AI training, stating that all data must be stored in a highly secure, scalable, and reliable manner [2] - The company aims to double its RPO without relying on the Stargate project, indicating confidence in its ongoing growth [2] - Analysts predict that Oracle's OCI growth will accelerate from 50% to over 70%, with overall cloud revenue growth increasing from 24% to over 40% [2]