Oracle(US:ORCL) Ge Long Hui A P P·2025-09-10 11:49Core Viewpoint - Oracle's remaining performance obligations (RPO) surged to $455 billion, a 359% year-over-year increase, with $317 billion added in the first quarter, indicating strong future growth potential in its cloud infrastructure business [1] Group 1: Financial Performance - Oracle's RPO reached $455 billion, reflecting a significant increase of 359% compared to the previous year [1] - The company added $317 billion to its RPO in the first quarter alone, showcasing robust demand [1] Group 2: Analyst Target Price Adjustments - Wolfe Research raised Oracle's target price from $300 to $400, suggesting a 67% upside potential based on the latest closing price [1] - Bank of America increased its target price from $295 to $368 [1] - Jefferies adjusted its target price from $270 to $360 [1] - Piper Sandler raised its target price from $270 to $330 [1] - D.A. Davidson increased its target price from $220 to $300 [1] - Montreal Bank raised its target price from $275 to $345 [1] - Royal Bank of Canada adjusted its target price from $195 to $310 [1] - Canadian Imperial Bank of Commerce increased its target price from $300 to $350 [1] - Mizuho Securities raised its target price from $300 to $350 [1] - Melius Research adjusted its target price from $270 to $370 [1]