Oracle(US:ORCL) Yahoo Financeยท2025-09-26 23:18Core Insights - Oracle Corporation is currently highlighted as a significant player in the AI sector, with a Market Outperform rating and a price target of $342.00 set by Citizens JMP analyst Patrick Walravens [1][4]. Management Changes - Recent management changes include the appointment of Clay Magouyrk and Mike Sicilia as co-CEOs, while Safra Catz transitions to Executive Vice Chair of the board [2][4]. Financial Guidance - The company has reaffirmed its earlier guidance provided during the F1Q26 earnings call, indicating confidence in its financial outlook [2][4]. Strategic Partnerships - Oracle is reportedly in discussions with Meta for a multi-year AI cloud computing deal, which could enhance its market position in the AI space [2][4]. Investment in TikTok - An Oracle-led investor group is expected to hold an approximately 80% stake in TikTok's U.S. business, pending final approvals, which could further diversify Oracle's investment portfolio [2][4]. Stock Performance - Oracle's shares have increased by 90% year-to-date, significantly outperforming the broader market, which saw a 14% increase in the Russell 3000 index [3][4].