Oracle (ORCL) Price Target Reaffirmed at $350 as Analysts Stay Bullish

Core Viewpoint - Oracle Corporation is recognized as a significant player in the AI stock market, with a current Overweight rating and a price target of $350.00 set by KeyBanc analyst Jackson Ader [1][2]. Group 1: Financial Performance - Oracle's Infrastructure-as-a-Service segment is currently operating at a 42.4% non-GAAP gross margin [1][3]. - The firm anticipates a decline in margins as Oracle transitions towards GPU and AI-driven revenue streams [2][3]. Group 2: Market Position and Strategy - The shift towards AI revenue is expected to impact Oracle's gross profitability, leading to lower future estimates despite efficiencies in other business components [3]. - Oracle is positioned as a database management and cloud service provider, indicating its relevance in the evolving tech landscape [3].