Jefferies Oracle Target raises $ 220, citing the acceleration of the Ai-Ai cloud

Jefferies raised its target price on Oracle (NYSE: OrclFrom $ 200 to $ 220 on June 12, while maintaining a He buys Its classification with the company continues to ride a strong momentum in cloud infrastructure and artificial intelligence services.

The Jeffrez Analyst Research Memorandum indicated a sharp acceleration in cloud growth in Oracle expected in the fiscal year 2026. It is expected that the total cloud revenues will increase by 40 %, an increase of 24 % in the 25th fiscal year, while IAS revenues are expected to jump by 70 %, compared to 51 % in the previous year. This analyst sees this as evidence of the expansion of a defect in the supply demand in the clouds, an environment that is increasingly equipped to benefit from it.

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Financial, the company is still strong: $ 57.4 billion of revenues over the past twelve months and a total margin of 71 %. However, the Q4 results were mixed. Saas won the expectations, but IAAS is a deficiency. Jeffrez reduced Miss, noting that the broader basics and long -term sites are still intact.

What drives the company’s optimism is the growth of the Oracle accumulation (RPO), which you think can turn into revenues and support ascending even at 32x 2026 EPS. Oracle’s spacious role in Amnesty International’s infrastructure race, supported by customer requests, remains a developmental and non -NVIDIA alternatives, essential in the bull issue.

Jefferies’s invitation draws a picture of Oracle not only participating in Ai Buildout, but calmly has become one of the spine. Last month, we shared details NVDA chips of $ 40 billion In another article.

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Detection: Nothing.