02:25 AM EDT, 03/11/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We cut our 12-month target to $194 from $210, on a P/E of about 22x our CY 27 EPS estimate of $8.82, within historical as accelerating growth potential tied to the cloud/AI lead is partly offset by expected cash burn/capital needs. After posting solid Feb-Q results and guidance, we raise our FY 26 (May) EPS forecast to $7.48 from $7.41 and keep FY 27 at $8.01. We start FY 28 at $10.44. ORCL commands a still elevated but heavily concentrated $553B backlog (up $30B Q/Q), though we maintain our Hold view due to mounting financial concerns as gross debt exceeds $135B and we expect negative FCF through at least FY 28. ORCL's multi-cloud strategy is driving exceptional growth (+5x Y/Y), with database deployments in AWS and Azure environments, while its Alloy platform positions the company uniquely in the sovereign AI market. We expect it to avoid debt markets in CY 26 but think it will likely pursue a $20B equity offering, with another debt raise expected in CY 27 as ORCL continues ramping its IaaS business.