Stifel analyst Brad Reback upgraded Oracle Corporation (NYSE: ORCL) to a Buy rating from Hold on June 30, 2025, raising the price target to $250 from $180. The upgrade was driven by expectations of sustainable cloud growth, including infrastructure and SaaS applications, along with effective expense management supporting future earnings per share growth. Following this, several other firms revised their outlooks on Oracle. BMO Capital increased its price target to $245 from $235, maintaining an Outperform rating despite potential capital needs in fiscal years 2026 and 2027. TD Cowen set a street-high price target of $275, citing an expanded deal between Oracle and OpenAI that boosts data center capacity and revenue potential. Piper Sandler upgraded Oracle to Overweight from Neutral, raising its price target to $270 from $190, highlighting bullish demand for AI infrastructure and enterprise growth. Evercore ISI raised its price target to $270 from $215 with an Outperform rating, emphasizing Oracle's strong fiscal 2026 outlook and its $30 billion annual contract, reinforcing its status as a top global hyperscaler. Scotiabank initiated coverage on Oracle with an Outperform rating and a $300 price target, attributing growth to the rapid expansion of Oracle Cloud Infrastructure driven by the AI revolution. UBS also raised its price target to $280 from $250, maintaining a Buy rating. Cantor Fitzgerald reiterated an Overweight rating with a price target of $271, noting ongoing momentum in Oracle Cloud Infrastructure, over 100% multicloud database service growth, and $30 billion in cloud wins. Most recently, Citizens JMP raised its price target to $315 from $240, maintaining an Outperform rating and citing Oracle's strong position in the AI sector and justified multiple expansion due to accelerating growth. Oracle shares responded positively to these upgrades, with a 7% increase following the Stifel upgrade and a 2.68% rise to $236.15 after Stifel's announcement. Options volume surged with a put/call ratio of 0.3, indicating bullish market sentiment. Overall, the series of upgrades reflect growing investor confidence in Oracle's cloud and AI-driven growth prospects amid expanding enterprise demand and strategic partnerships.
$SNOW | 𝐒𝐧𝐨𝐰𝐟𝐥𝐚𝐤𝐞 (SNOW): Citizens JMP maintains 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, raises 𝐏𝐓 𝐭𝐨 $𝟐𝟔𝟎.𝟎𝟎 (from $245.00) Analyst sees 𝐥𝐚𝐫𝐠𝐞 𝐓𝐀𝐌 & 𝐬𝐭𝐫𝐨𝐧𝐠 𝐥𝐞𝐚𝐝𝐞𝐫𝐬𝐡𝐢𝐩 justifying premium multiple; notes 𝐡𝐲𝐩𝐨𝐭𝐡𝐞𝐭𝐢𝐜 $𝟑𝟏𝟓 𝐜𝐚𝐬𝐞 https://t.co/ecSdgnzd2A
$AMZN | 𝐀𝐦𝐚𝐳𝐨𝐧 (AMZN): Citizens JMP reiterates 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, maintains 𝐏𝐓 𝐚𝐭 $𝟐𝟖𝟓.𝟎𝟎 Analyst sees 𝐀𝐖𝐒 & 𝐚𝐝𝐯𝐞𝐫𝐭𝐢𝐬𝐢𝐧𝐠 𝐝𝐫𝐢𝐯𝐢𝐧𝐠 𝐦𝐚𝐫𝐠𝐢𝐧𝐬; views 𝐥𝐨𝐠𝐢𝐬𝐭𝐢𝐜𝐬 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧 and 𝐜𝐚𝐬𝐡 𝐟𝐥𝐨𝐰 https://t.co/3N3gqBAWcu
$ORCL | 𝐎𝐫𝐚𝐜𝐥𝐞 (ORCL): Citizens JMP maintains 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, raises 𝐏𝐓 𝐭𝐨 $𝟑𝟏𝟓.𝟎𝟎 (from $240.00) Analyst sees 𝐦𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐞𝐱𝐩𝐚𝐧𝐬𝐢𝐨𝐧 as justified by 𝐥𝐞𝐚𝐝𝐢𝐧𝐠 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧 & 𝐚𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐠𝐫𝐨𝐰𝐭𝐡. https://t.co/7ault6prGP