09:00 AM EDT, 09/10/2025 (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 up our 12-month target to $350 from $256, on P/E of 36.8x our CY 27 EPS view of $9.50 above peers/historical to reflect the greater visibility/accelerating growth through the decade with backlog to exceed $500B in the coming months. We lift our FY 26 (May) EPS estimate to $6.81 from $6.71 and keep FY 27 at $8.01. We come away from Aug-Q results incredibly positive around its growth trajectory and turnaround strategy, with growing deals from major customers (e.g., OpenAI, xAI, and Meta) that is driving massive upside to its long-term OCI revenue guidance ($144B annual revenue by FY 30; we estimate will represent about two-thirds of sales from 22% in Aug-Q). We think greater scale from the AI infrastructure build offers considerable margin/EPS/FCF upside in the out years of our forecast period (FY 28 and beyond). We remain positive on ORCL's three major growth pillars (Infrastructure as a Service, strategic SaaS, and multi-cloud database revenue) as well as more asset light expansion strategy vs. cloud peers.