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Mizuho Reiterates Oracle (ORCL) “Outperform,” Sets $350 Target Ahead of Analyst Day
Yahoo Finance· 2025-10-08 10:07
Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Shaping Wall Street’s Next Big Rally. On October 6, Mizuho reiterated the stock as “Outperform” with a price target of $350. The firm believes shares of Oracle have more room to run ahead of its financial analyst day on October 16th. “We remain bullish on ORCL heading into the Financial Analyst Day, viewing it as a key catalyst to refocus attention on Oracle’s long-term AI growth story.” The firm holds a positive outlook on the stock, particularly a ...
Top Wall Street analysts favor these 3 stocks for their robust growth outlook
CNBC· 2025-09-28 11:48
The Nvidia logo is displayed on a building at Nvidia headquarters on Aug. 27, 2025 in Santa Clara, California.Despite macroeconomic uncertainties, several companies are well-positioned to deliver strong returns to investors from rapid technological advancements and artificial intelligence (AI) adoption. To pick attractive stocks with strong prospects, investors can track top Wall Street analysts, whose recommendations are based on in-depth research and analysis of a company's financials and growth drivers.H ...
Bernstein Notes Oracle’s (ORCL) Growing Cloud Position, Calls TikTok Deal a Game-Changer
Yahoo Finance· 2025-09-22 21:17
Core Insights - Oracle Corporation is recognized as a significant player in the AI stock market, particularly following positive analyst commentary regarding its TikTok deal [1][2] - The company has announced $317 billion in new Remaining Performance Obligations (RPO), positioning it to potentially become the third largest hyperscaler in the cloud services market [1] - The TikTok arrangement is expected to enhance Oracle's relevance with consumer internet companies and provide benefits beyond just revenue and cash flow [1][2] Company Positioning - Analyst Mark Shmulik emphasized Oracle's expanding role in cloud services, which is critical for its growth strategy [1] - The anonymized access to TikTok data is anticipated to showcase Oracle's AI inferencing capabilities, further solidifying its market position [2] - There are concerns regarding the funding of Oracle's extensive Oracle Cloud Infrastructure (OCI) build-out, but the deal is viewed as a significant positive for the company's narrative [2]
MongoDB, Inc. (NASDAQ:MDB) Maintains Neutral Rating from UBS with a Positive Price Target Adjustment
Financial Modeling Prep· 2025-09-18 18:06
Core Viewpoint - MongoDB is positioned as a leading player in the database management industry, focusing on innovative, AI-native solutions to drive growth and enhance customer adoption [1][3]. Group 1: Company Performance - MongoDB's stock was priced at $315.98 on September 18, 2025, with UBS maintaining a Neutral rating and raising the price target from $310 to $330, indicating a positive outlook [2][6]. - The company added 2,800 customers in Q2 of fiscal 2026, increasing its total customer base to 59,900, with expectations to reach 62,000 by Q3 of fiscal 2026 [4][6]. - Currently, MongoDB's stock is trading at $314.59, with a market capitalization of approximately $25.6 billion, having fluctuated between a low of $312.27 and a high of $322.25 on the day [5]. Group 2: Strategic Initiatives - MongoDB is leveraging its AI-native platform, enhanced by the acquisition of Voyage AI, to drive enterprise adoption and revenue growth, introducing new models like Voyage-context-3 and Rerank-2.5 to improve semantic search capabilities [3][6].
Oracle’s (ORCL) Cloud Business Set to Grow 14x by 2030, UBS Says
Yahoo Finance· 2025-09-12 21:45
Group 1 - Oracle Corporation has been highlighted as a significant AI stock, with UBS analyst Karl Keirstead raising the price target from $280.00 to $360.00 while maintaining a Buy rating [1] - The company reported an incremental backlog of $317 billion, which supports a growth forecast for its cloud infrastructure segment, projected to increase from $10 billion in fiscal year 2025 to $144 billion in fiscal year 2030 [1][3] - The largest boost in Oracle's growth is believed to come from OpenAI, which has signed a contract to purchase $300 billion in computing power over five years from Oracle [2][3] Group 2 - The guidance for fiscal year 2026 indicates mid-teens operating income growth, reflecting effective operational expense and headcount control [4] - Revenue estimates for fiscal year 2029 have been raised from $134 billion to $163 billion, with operating margin estimates adjusted from 38% to 37% and non-GAAP EPS estimates increased from $12.51 to $13.98 [4]
Why Analysts Call Oracle’s Context Engineering the “Mother of All AI Catalysts”
Yahoo Finance· 2025-09-09 21:20
Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Gaining Attention on Wall Street. On September 5, Global Equities Research Analyst Trip Chowdhry raised the price target on the stock to $400.00 (from $250.00) while maintaining an Overweight rating. According to the firm, a significant shift is taking place in the technology landscape. Hackathons are transitioning toward Context Engineering instead of Agentic AI, a shift that favors Oracle. The firm further stated that Oracle’s Context Engineering is ...
Mizuho Adds Oracle (ORCL) to Its Top Picks List Amid Surging AI Demand
Yahoo Finance· 2025-09-09 20:22
Group 1 - Oracle Corporation is recognized as a prominent AI stock on Wall Street, with Mizuho reiterating it as a "Top Pick" due to its strong AI momentum and unique cloud infrastructure [1][2] - The company is expected to solidify its position as the 4th hyperscaler by focusing on enterprise solutions, with Oracle Cloud Infrastructure (OCI) projected to achieve significant growth through migrating on-prem workloads to the cloud, attracting multi-cloud customers, and winning cloud-native customers [2] - Oracle is a key player in database management and cloud services, indicating its strategic importance in the tech industry [2] Group 2 - While Oracle shows potential as an investment, there are other AI stocks that may offer greater upside potential and lower downside risk, suggesting a competitive landscape in the AI sector [3] - The mention of a report on undervalued AI stocks highlights the ongoing search for investment opportunities within the AI market [3]
Why Analysts Say Oracle (ORCL) Is Still a Buy Ahead of Q1 Earnings
Yahoo Finance· 2025-09-09 11:02
Group 1 - Oracle Corporation is recognized as a significant AI stock to monitor, with Deutsche Bank reiterating a "Buy" rating ahead of earnings, highlighting the strong track record of capital allocation by executives [1] - TD Cowen analyst Derrick Wood also maintains a "Buy" rating with a price target of $325.00, anticipating a 10% constant currency growth in the upcoming earnings report [2] - There is strong demand for Oracle Cloud Infrastructure (OCI) from major customers, indicating momentum in multi-cloud deployments and Fusion migrations, with expectations for a robust OCI outlook for FY26 [2] Group 2 - While Oracle is seen as a potential investment, some analysts suggest that other AI stocks may offer greater upside potential and lower downside risk [3]
MongoDB: Up 30% Is MDB Stock Still A Buy?
Forbes· 2025-08-27 11:45
Core Insights - MongoDB reported strong Q2 results, exceeding analyst expectations, and raised its full-year earnings forecast by 22% at the midpoint of its guidance range, leading to a stock price increase of over 30% in after-hours trading on August 26, 2025 [2][3] Growth - MongoDB's revenue has grown at an average annual rate of 32.4% over the last three years, significantly outpacing the S&P 500's growth rate of 5.3% [7] - Quarterly revenues increased by 24% to $591.4 million from $478.1 million year-over-year, compared to a 6.1% increase for the S&P 500 [7] Profitability - The company's profit margins are notably lower than most companies in Trefis coverage, with an operating income of -$165 million and an operating margin of -7.5%, compared to 18.8% for the S&P 500 [6][7] - Net income for the past four quarters was -$79 million, resulting in a negative net margin of -3.5%, while adjusted net income was $360 million, yielding a healthy 16% net margin [13] Financial Stability - MongoDB's balance sheet is strong, with debt at just $36 million against a market cap of $23 billion, resulting in a very low debt-to-equity ratio of 0.2% [13] - Cash and equivalents totaled $2.3 billion out of $3.5 billion in assets, producing a high cash-to-assets ratio of 66.2% [13] Downturn Resilience - MDB stock has underperformed the S&P 500 during recent downturns, with a significant drop of 76.5% from $585.03 to $137.35 between November 2021 and November 2022, compared to a 25.4% decline for the S&P 500 [9][13] - The stock has not returned to its pre-crisis peak, trading near $215 after a post-crisis high of $500.90 on February 11, 2024 [13] Overall Assessment - Despite a steep valuation of 10x trailing revenue, it is justified by MongoDB's strong growth track record, with high-teens growth expected to continue [10] - The stock's current P/S ratio of 10.3 is significantly higher than the S&P 500's 3.3, and its P/FCF ratio of 96 is much higher than the S&P 500's 22 [4][7]
MongoDB Q2 FY2025 Earnings Call Transcipt
Benzinga· 2025-08-26 23:35
Core Insights - MongoDB reported strong second-quarter fiscal year 2026 results, with revenue of $591 million, a 24% year-over-year increase, and Atlas revenue growing 29% year-over-year, representing 74% of total revenue [4][6][8] - The company added over 5,000 customers in the last two quarters, ending with over 59,900 customers, reflecting strong demand for its platform, particularly in AI applications [4][6][8] - MongoDB is increasing its full-year revenue guidance by $70 million, now expecting revenue between $2.34 billion and $2.36 billion, driven by confidence in Atlas growth and strong performance in the first half of the year [8][6] Financial Performance - Total revenue for Q2 was $591 million, exceeding guidance, with Atlas revenue growing 29% year-over-year [6][8] - Non-GAAP operating income was $87 million, resulting in a 15% operating margin, up from 11% in the previous year [6][8] - The company ended the quarter with $2.3 billion in cash and cash equivalents, and operating cash flow was $72 million, significantly improved from the previous year [6][8] Customer Growth and Market Position - MongoDB's customer base grew by approximately 2,800 sequentially, with over 58,300 customers using Atlas by the end of the quarter [6][8] - The company is focusing on enterprise customers, with over 70% of the Fortune 500 using MongoDB, indicating strong market penetration [4][5] - MongoDB's platform is increasingly being adopted for AI applications, with many new customers building AI solutions on Atlas [4][5][6] Strategic Initiatives - The company is hosting an Investor Day on September 17th to discuss growth strategies and investments in AI [4] - MongoDB is enhancing its go-to-market strategy by reallocating resources to focus on enterprise customers while still serving the SMB market through self-serve channels [4][6] - The company is investing in product development and customer education to better serve the evolving needs of AI and enterprise customers [4][5][6]