Oracle(US:ORCL) 智通财经网·2025-06-19 03:42Group 1 - Evercore highlighted key topics discussed with European investors, including artificial intelligence and Oracle Corporation's growth prospects, indicating a cautiously optimistic market sentiment among investors [1] - Interest in Oracle has significantly increased compared to six months ago, while interest in Salesforce (CRM.US) has declined [1] - Analysts expect Oracle's revenue growth rate to jump from 8.4% in the recently ended fiscal year to 16% in fiscal year 2026, with net profit projected to increase by 15% [1] Group 2 - Oracle anticipates a more than 70% surge in cloud infrastructure sales driven by strong demand for cloud AI computing resources and explosive growth in physical AI computing infrastructure [2] - Most analysts have raised their target prices for Oracle, emphasizing its robust cloud business growth and high remaining performance obligations (RPO) [2] - Bank of America Securities raised its target price for Oracle from $156 to $220 while maintaining a "neutral" rating, while Morgan Stanley kept its target price at $175 with a "market perform" rating, suggesting the current stock price may be undervalued if Oracle meets expectations [2]