06:15 AM EDT, 10/17/2025 (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:

ORCL held a financial analyst meeting during its AI World conference where it outlined ambitious growth targets and confirmed major cloud deals. ORCL targets $21 EPS on $225B sales for FY 30 (May), above the S&P Capital IQ consensus of $18.46 EPS on $198.6B revenue. ORCL sees OCI revenue at $166B by FY 30 (up from the prior guide of $144B last month), ~9x above the $18B seen in FY 26. The higher guide reflects $65B in new cloud infrastructure commitments since earnings from four customers (one being Meta), adding to its $300B+ OpenAI commitment. ORCL emphasized pursuing only opportunities with attractive margins, as it sees 30%-40% adj. gross margins for AI infrastructure builds (dismissing prior investor fears of anemic margins). ORCL also projects $20B in AI-powered database and data platform revenue by FY 30 (FY 25: $2.4B). We believe ORCL's diversified customer base beyond OpenAI and expanding cloud infrastructure capabilities position it well to capitalize on surging AI demand, as ORCL redefines itself.