Core Insights - Oracle has a current market share of 3% in the cloud sector, indicating significant potential for growth and expansion in this market [1] - The author believes that Oracle's position as a cloud underdog presents a strong upside opportunity for investors [1] Company Background - Oracle is positioned within the technology sector, focusing on growth stocks with potential for above-market returns [1] - The company emphasizes innovation, scalability, and market disruptiveness as key factors for its growth strategy [1] Investment Strategy - The investment approach includes a long-short strategy on indices, utilizing macroeconomic analysis to navigate market cycles [1] - The focus is on identifying companies that can deliver substantial returns over the medium term, particularly in the technology sector [1]

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 ...