Oracle(US:ORCL) 智通财经网·2025-09-10 13:49Core Viewpoint - Oracle's stock surged over 34%, marking its largest single-day increase since 1999, with a market value increase of approximately $200 billion, driven by a significant rise in its Remaining Performance Obligations (RPO) [1] Group 1: Financial Performance - Oracle's RPO saw an astonishing year-over-year increase of 359%, reaching $455 billion, indicating strong future revenue potential [1] - Jefferies analyst Brent Thill's team noted that the RPO performance in Q1 exceeded market expectations, reinforcing the trend of accelerating business growth for Oracle [1] - Despite overall Q1 performance being in line with expectations, the accelerated growth in Oracle Cloud Infrastructure (OCI) backlog was highlighted as a key positive aspect of the earnings report [1] Group 2: Analyst Ratings and Price Target - Jefferies maintained a "Buy" rating on Oracle and raised its price target from $270 to $360, reflecting confidence in the company's growth trajectory [1] - Analyst team led by Kirk Materne emphasized that the backlog growth in OCI supports Oracle's previous assertions regarding accelerated revenue and earnings per share growth [1]