德银预测甲骨文每股收益近15美元 自由现金流约260亿美元
OracleOracle(US:ORCL) Jin Rong Jie·2025-11-26 22:13

Core Viewpoint - Deutsche Bank analyst Brad Zelnick addressed investor concerns regarding Oracle's data center leasing obligations, which have raised questions about future cost pressures [1] Group 1 - The analyst acknowledged the scale of the related commitments while emphasizing Oracle's flexibility in lease management [1] - Zelnick estimated that even if Oracle bears approximately half of the related costs, it could still support earnings per share close to $15 [1] - Free cash flow is expected to remain around $26 billion [1]