Core Insights - Oracle Corporation has a market cap of $472.9 billion and offers a range of enterprise technology solutions including cloud software, databases, and consulting services [1] Stock Performance - Oracle's stock has underperformed the broader market, declining 5.9% over the past 52 weeks, while the S&P 500 Index has gained 15.5% [2] - Year-to-date, Oracle shares have decreased by 17.9%, contrasting with a 1.9% rise in the S&P 500 [2] - Compared to the State Street Technology Select Sector SPDR ETF, which returned 25.9% over the past 52 weeks, Oracle's performance has been notably weaker [3] Financial Results - In fiscal Q2 2026, Oracle reported adjusted EPS of $2.26, a 54% increase, total revenue of $16.1 billion, up 14%, and cloud revenue of $8 billion, which rose 34% [6] - The company also recorded a $2.7 billion pre-tax gain from the sale of its stake in Ampere and noted an 817% growth in its Multicloud database business [6] - Despite strong earnings, Oracle's stock fell by 10.8% the following day [6] Analyst Expectations - For the fiscal year ending in May 2026, analysts project Oracle's EPS to grow by 36.8% year-over-year to $6.02 [7] - Oracle has a positive earnings surprise history, having met or exceeded consensus estimates in the last four quarters [7] - The consensus rating among 41 analysts is a "Moderate Buy," with 29 "Strong Buys," one "Moderate Buy," 10 "Holds," and one "Strong Sell" [7] Price Targets - Piper Sandler has lowered Oracle's price target to $240 while maintaining an "Overweight" rating [8] - The mean price target of $304.03 suggests an 89.9% premium to Oracle's current price levels [8] - The highest price target of $400 indicates a potential upside of 149.9% from current levels [8]

NEW YORK, Feb. 3, 2026 /PRNewswire/ -- Oracle Financial Services Summit -- Oracle Financial Services is transforming banking with an enterprise-class suite of AI-infused applications, design tools, frameworks and pre-built AI agents. With these advancements, banks can benefit from intelligent, conversational interfaces and autonomous AI agents. These capabilities allow financial institutions to better understand and anticipate customers' evolving needs and deliver hyper-personalized service whether the cust ...

以下文章来源于硬AI ，作者专注科技产研的 硬AI . AI时代，快人一步~ 来源 | 硬AI OpenAI能否顺利完成新一轮巨额融资，已不仅是其自身的生存问题，更成为了决定整个AI板块交易逻辑的关键变量。 虽然市场传言显示OpenAI下一轮融资规模可能高达1500亿至1700亿美元，若该消息属实， 将确保其资金链维持至2030年，并有望推动整 个AI板块大幅上涨 。 然而，现实层面的不确定性正在增加。 据 华尔街见闻此前文章 称，黄仁勋1月31日明确澄清，尽管芯片巨头"绝对会参与"OpenAI的最新一轮融资，但金额绝非外界猜测的那样巨 大。 2月2日，据华尔街日报称， 这一资金缺口引发了连锁反应，直接冲击了为OpenAI提供算力的甲骨文。 甲骨文此前将与OpenAI签订的3000 亿美元合同计入剩余履约义务（RPO），支撑了其股价早前的飙升。 分析指出， 如今，随着核心投资方出资意愿的调整，投资者开始质疑OpenAI是否有能力支付这笔天文数字般的费用，以及甲骨文将其全额 计入账目的会计处理是否审慎。 报道指出，目前，甲骨文正面临两难境地： 一方面需通过发行股票筹集资金以捍卫其投资级信用评级，另一方面则需应对 ...

Oracle Corporation (NYSE:ORCL) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 23, Morgan Stanley reduced its price target on Oracle Corporation (NYSE:ORCL) from $320 to $213 and kept its Equalweight rating. Morgan Stanley pointed to worries about the company’s GPU-as-a-Service (GPUaaS) business. The firm believes that this represents a significant opportunity for Oracle Corporation (NYSE:ORCL). However, the buildout could push the company’s earnings per share below its targets. The ...

Core Insights - Oracle is considering significant job cuts, potentially reducing its workforce by 20,000 to 30,000 positions to address funding challenges for its AI data centers [1] - The company aims to generate $8 billion to $10 billion in cash flow through these workforce reductions [1] Group 1: Financial Challenges - Oracle's infrastructure projects require an estimated $156 billion in capital expenditure, but reduced lending from US banks has hindered financing [2] - Increased borrowing costs have resulted from lenders doubling interest rate premiums since September, causing delays in project agreements [2] - Despite raising approximately $58 billion for new centers, Oracle has only met a small portion of its total funding needs [3] Group 2: Strategic Adjustments - To alleviate capital needs, Oracle is requiring 40% upfront payments from new customers and is considering models where clients provide their own hardware [4] - These strategies aim to shift financial burdens away from Oracle but introduce operational risks, including potential contract renegotiations [4] Group 3: Market Dynamics - The combination of workforce cuts and customer-provided hardware may be the most feasible approach for Oracle under current conditions, representing the largest workforce change in recent years [5] - OpenAI has shifted capacity demand to competitors like Microsoft and Amazon, impacting Oracle's previously leased capacity for OpenAI workloads [6] - Oracle reaffirmed its partnership with OpenAI, stating that stalled investment arrangements between Nvidia and OpenAI do not affect its financial relationship with OpenAI [7]

Group 1 - The core viewpoint is that Canadian Imperial Bank of Commerce has lowered the target price for Oracle Corporation from $260 to $220 [1]

国家知识产权局信息显示，甲骨文国际公司取得一项名为"计算环境中增强的异常检测"的专利，授权公 告号CN114503081B，申请日期为2020年10月。 作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

Cantor Fitzgerald将甲骨文的目标价从320美元下调至266美元，仍维持"增持"评级。(格隆汇) ...

Market Analysis by covering: Oracle Corporation. Read 's Market Analysis on Investing.com ...

OpenAI新一轮融资规模已成为决定AI板块交易逻辑的关键变量。最新传言称融资额或高达1700亿美元，但英伟达已澄清 出资规模不及预期，直接冲击供应商甲骨文3000亿美元合同履约。为填补缺口，OpenAI正寻求巨头支持：软银洽谈追加 投资最高300亿美元，亚马逊也在接触参与本轮融资。 硬·AI 作者 | 董 静 编辑 | 硬 AI 分析指出， 如今，随着核心投资方出资意愿的调整，投资者开始质疑OpenAI是否有能力支付这笔天文数 字般的费用，以及甲骨文将其全额计入账目的会计处理是否审慎。 报道指出，目前，甲骨文正面临两难境地： 一方面需通过发行股票筹集资金以捍卫其投资级信用评级，另 一方面则需应对股价自去年9月高点腰斩后的股东稀释担忧。 01 融资规模存在巨大不确定性 OpenAI本轮融资的最终规模，是决定AI产业链资金流向的"胜负手"。 2月2日，社交平台X上流传出的最新市场传闻称，OpenAI下一轮融资额可能高达1500亿至1700亿美元， 这一乐观预期被视为整个AI综合体（AI complex）能否继续飙升的燃料。 OpenAI能否顺利完成新一轮巨额融资，已不仅是其自身的生存问题，更成为了决定整个AI板 ...