Oracle(US:ORCL) Yahoo Finance·2025-12-28 17:46Core Insights - Analysts view Oracle Corporation (NYSE:ORCL) as one of the most active US stocks to buy, with Phillip Securities lowering its price target to $344 while maintaining a Buy rating [1] - RBC Capital also reduced its price target to $250, keeping a Sector Perform rating, following mixed FQ2 2026 results [2] Financial Performance - Oracle reported a 13% year-over-year increase in total revenue to $16.1 billion, driven primarily by a 33% surge in cloud revenue to $8 billion, which now constitutes half of Oracle's total business [3] - Within the cloud segment, OCI revenue increased by 66% to $4.1 billion, significantly boosted by a 177% rise in GPU-related revenue [3] - Other notable revenue increases included Autonomous Database revenue, which rose by 43%, and Cloud Applications revenue, which reached $3.9 billion, up 11% [3] Future Projections - For FQ3, Oracle anticipates total cloud revenue growth between 37% and 41%, and total revenue growth between 16% and 18% in constant currency [4] Capital Expenditure Outlook - Phillip Securities raised its 2026 capital expenditure forecast for Oracle from $35 billion to $50 billion, reflecting confidence in Oracle's dual role as a specialized cloud provider and a leader in full-stack AI [1][3]