11:55 AM EDT, 06/12/2025 (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 increase our 12-month target price to $215 from $185, on a higher revised P/E of 29x our CY 26 EPS estimate of $7.42, within software peers but above historical. This reflects improving visibility and accelerating growth potential tied to the cloud and AI. After posting better-than-expected May-Q results, we keep our FY 26 (May) EPS estimate at $6.71 and start FY 27's estimate at $8.01. We come away extremely impressed by ORCL's improved visibility and commentary about very high customer demand, as we note that RPO is expected to more than double in the year ahead as momentum builds across what we view as ORCL's three core growth engines - AI infrastructure builds (IaaS), strategic SaaS, and Database Multi-Cloud growth (through partnerships from other hyperscalers). Despite rising capex needs (increasing to at least $25B in FY 26 from $21B in FY 25 and $6.9B in FY 24) that will likely constrain FCF generation in the near term and large net debt position ($81B), growth prospects are too enticing to ignore.