Oracle (ORCL) upgraded by BMO to "Outperform" after strong earnings and positive cloud outlook

From Yahoo Finance: 2025-06-25 12:50:00

Oracle Corporation (NYSE:ORCL) is one of the 10 best AI stocks to buy per billionaire David Tepper. BMO Capital Markets upgraded ORCL to “Outperform” from “Market Perform” after strong Q4 FY2025 earnings and optimistic forward guidance, raising the price target to $235 from $200.

BMO analysts highlighted Oracle’s Q4 FY2025 earnings beat, with revenue up 11% year-over-year to $15.9 billion, exceeding the $15.58 billion consensus estimate. Adjusted EPS also outperformed, reaching $1.70 compared to the expected $1.64.

Oracle’s forward guidance for FY2026 shows a positive outlook, with revenue expected to surpass $67 billion, a 16% increase from FY2025. Cloud growth rates are projected to expand, with overall cloud growth exceeding 40% and cloud infrastructure growth over 70% in FY2026.

Oracle Corporation (NYSE:ORCL) is a global enterprise software and cloud computing company, offering cloud-based applications, infrastructure, and database technologies. Leading products include Oracle Cloud Infrastructure, Oracle Autonomous Database, and software suites like Oracle Fusion Cloud ERP, HCM, and NetSuite.

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Read more: Oracle (ORCL) Upgraded by BMO After Strong Earnings and Cloud Outlook