甲骨文盘前大涨4% 获高盛大幅上调目标价
Ge Long Hui A P P·2025-09-15 13:00
Core Viewpoint - Oracle's stock rose by 4% to $303.64 ahead of the market opening, following a significant target price increase by Goldman Sachs while maintaining a "Neutral" rating [1] Group 1: Stock Performance - Oracle's current stock price is $292.18, indicating approximately 6% upside potential based on Goldman Sachs' revised target price [1] Group 2: Analyst Insights - Goldman Sachs raised Oracle's target price from $195 to $310 after the release of Oracle's Q2 FY26 earnings, reflecting a positive outlook despite concerns over capital expenditures [1] - The report suggests that substantial capital expenditures will delay cash flow breakeven until FY29, and there is a lack of clear visibility on revenue growth conversion [1]