Oracle(US:ORCL) Yahoo Finance·2025-10-08 10:07Core Viewpoint - Oracle Corporation is positioned as a significant player in the AI sector, with expectations for its stock to rally ahead of its financial analyst day on October 16, as highlighted by Mizuho's "Outperform" rating and a price target of $350 [1][3]. Group 1: Financial Analyst Day - The upcoming financial analyst day is seen as a key catalyst to refocus investor attention on Oracle's long-term AI growth narrative, despite recent stock pullbacks [1]. - Mizuho anticipates that Oracle's management will increase long-term financial targets and outline a funding plan for AI data center expansion [3]. Group 2: Strategic Developments - Oracle's newly appointed co-CEOs are expected to present a unified strategy that enhances Oracle Cloud Infrastructure (OCI) and applications, reinforcing its position as a comprehensive platform for enterprise AI adoption [2]. - The company is experiencing strong demand from major clients such as OpenAI, Meta, and xAI, which is expected to support its growth trajectory [3]. Group 3: Market Position - Oracle is recognized as a database management and cloud service provider, with a positive outlook on its long-term artificial intelligence growth story [3]. - Mizuho's analysis indicates that there is still room for Oracle's stock to grow, reflecting confidence in its market position and future performance [1].