Stifel Boosts Oracle (ORCL) Price Target to $250 on Cloud Growth
Analyst Brad Reback quoted the company's recent dramatic increase in capital expenditure and RPO (Remaining Performance Obligation) gains, which back growth expectations of the management for the company's Cloud Infrastructure and SaaS-Apps businesses. These gains should generate accelerating revenue increases in the coming years, the firm noted.
Even though the higher capital spending will lead to additional near-term gross-margin compression, the analyst added that there is 'no question this management team is extremely adept at managing expenses.'
They believe that sustainable Cloud growth and operating expense discipline should allow Oracle to overcome the revenue mix shift headwinds and support accelerating EPS growth in FY27 and beyond.
'While Oracle continues to benefit from escalating Infrastructure demand, we remain more cautious due to FCF implications given the company's need for significant capital investment to sustain this growth.'
While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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