高盛：甲骨文-OCI 人工智能培训 momentum 推动 2026 财年雄心勃勃的增长及 RPO 目标
Goldman Sachs·2025-06-15 16:03
12 June 2025 | 5:31AM PDT Oracle Corp. (ORCL) OCI AI Training Momentum Drives Ambitious FY26 Growth and RPO Targets ORCL 12m Price Target: $195.00 Price: $176.38 Upside: 10.6% We reiterate our Neutral rating and raise our PT to $195 ($145 prior) after strong F4Q results, which came in above Consensus on Revenue (+2%), Gross Profit (+1%), OpM (+40bps), and -200% below on FCF (as CapEx came in +140% higher than expected). The stock is +8% AH – reflecting the quarterly beat, +100bps raise on FY26 revenue guida ...