ORCL & AMAT Get Price Target Hikes, LEVI Slides on Updated Guidance

Levi Strauss - Levi Strauss reported better-than-expected earnings, with adjusted EPS of 34 cents per share and revenue exceeding $1.5 billion [2][3] - The company anticipates a 3% decline in fourth-quarter revenue compared to last year, citing concerns over tariffs impacting demand [2][4] - For the fiscal year, Levi Strauss expects a sales increase of 3%, up from a prior forecast of 1-2%, and adjusted EPS guidance has been raised to between $1.27 and $1.32 [4][5] Oracle - Oracle received positive adjustments from analysts, with Ever ISI raising its price target to $350 and Citigroup boosting it to $415, maintaining a buy rating [6][7] - Analysts view recent pullbacks in Oracle's stock as a buying opportunity, driven by growth in Oracle Cloud Infrastructure (OCI) and expected clarity on capital expenditures and profitability from AI projects [7][8] - An upcoming AI world event in Las Vegas is anticipated to serve as a catalyst for Oracle's stock [9] Applied Materials - Applied Materials saw a price target increase from B Riley to $265, up from $200, with a buy rating maintained [10] - The stock has risen over 30% year-to-date, driven by expectations of significant order growth in semiconductor capital equipment [11][12]