{"id":483723,"date":"2026-06-09T10:42:13","date_gmt":"2026-06-09T10:42:13","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/483723\/"},"modified":"2026-06-09T10:42:13","modified_gmt":"2026-06-09T10:42:13","slug":"can-oracle-deliver-another-ai-fueled-quarter-analysts-believe-the-setup-looks-favorable","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/483723\/","title":{"rendered":"Can Oracle Deliver Another AI-Fueled Quarter? Analysts Believe The Setup Looks \u2018Favorable\u2019"},"content":{"rendered":"\n<p class=\"yf-1fy9kyt\">Evercore ISI analyst Kirk Materne raised the price target on Oracle to $245 and maintained an \u2018Outperform\u2019 rating on the shares, indicating an upside potential of nearly 16% from its last close.<\/p>\n<p class=\"yf-1fy9kyt\">TD Cowen analyst Derrick Wood also raised the price target on Oracle to $300 from $250 with a \u2018Buy\u2019 rating on the shares ahead of Q4 results this week.<\/p>\n<p class=\"yf-1fy9kyt\">Analysts expect revenue to increase about 20% to $19.09 billion in the fourth quarter, according to estimates from Fiscal.ai.<\/p>\n<p class=\"yf-1fy9kyt\">Oracle Corp. (ORCL) has drawn significant attention from retail investors and Wall Street analysts ahead of its fourth-quarter print due on Wednesday as all eyes are on the company\u2019s ambitious capacity expansion plans amid growing AI demand.<\/p>\n<p class=\"yf-1fy9kyt\">Retail chatter around the company jumped 234% in 24 hours, according to Stocktwits data, even as the company attracted price target hikes from multiple Wall Street analysts.<\/p>\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/stocktwits.com\/newsletters\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox&quot;}\" class=\"link \">See what 10M+ investors are talking about. Get the Stocktwits Daily Rip for what retail is watching right now, free to your inbox<\/a><\/p>\n<p>      What\u2019s Wall Street Saying?    <\/p>\n<p class=\"yf-1fy9kyt\">Evercore ISI analyst Kirk Materne raised the price target on Oracle to $245 from $220 and maintained an \u2018Outperform\u2019 rating on the shares, as per TheFly. This indicates an upside potential of nearly 16% from its last close.<\/p>\n<p class=\"yf-1fy9kyt\">The analyst cited the company&#8217;s upcoming fiscal Q4 results, citing optimism over the company\u2019s strategic alignment and growth potential despite complexities around capital expenditure.<\/p>\n<p class=\"yf-1fy9kyt\">TD Cowen analyst Derrick Wood also raised the price target on Oracle to $300 from $250 with a \u2018Buy\u2019 rating on the shares ahead of Q4 results this week. The analyst said that it thinks the combination of a step-up in GPU capacity alongside a cut to operating expenditure makes for a favorable setup, as per TheFly.<\/p>\n<p class=\"yf-1fy9kyt\">Oppenheimer hiked the price target on Oracle to $275 from $235 with an \u2018Outperform\u2019 rating on the shares, while reiterating the company as its top 2026 pick ahead of Q4 results.<\/p>\n<p class=\"yf-1fy9kyt\">Last week, Oracle received a series of <a href=\"https:\/\/stocktwits.com\/news-articles\/markets\/equity\/orcl-stock-is-shaking-off-ai-debt-jitters-q4-results-will-test-if-rally-is-here-to-stay\/cZ0HxsQRe6w\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:price target increases;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;price target increases&quot;}\" class=\"link \">price target increases<\/a> from Cantor Fitzgerald, RBC Capital, and Citi, among others.<\/p>\n<p>      ORCL Q4 Earnings Expectations    <\/p>\n<p class=\"yf-1fy9kyt\">Oracle is slated to report its Q4 results after the markets close on Wednesday. Analysts expect revenue to increase about 20% to $19.09 billion in the fourth quarter, according to estimates from Fiscal.ai. Earnings per share is expected to come in at $1.96 per share.<\/p>\n<p class=\"yf-1fy9kyt\">In the third quarter, Oracle posted a 22% increase in revenue to $17.2 billion, bolstered by an increase in cloud revenue.<\/p>\n<p>      ORCL Stock: Retail Stance     <\/p>\n<p class=\"yf-1fy9kyt\">On Stocktwits, retail sentiment was in the \u2018bullish\u2019 territory at the time of writing.<\/p>\n","protected":false},"excerpt":{"rendered":"Evercore ISI analyst Kirk Materne raised the price target on Oracle to $245 and maintained an \u2018Outperform\u2019 rating&hellip;\n","protected":false},"author":2,"featured_media":483724,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,223977,85,46,936,223978,125],"class_list":["post-483723","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-derrick-wood","tag-il","tag-israel","tag-oracle-corp","tag-q4-results","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/483723","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=483723"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/483723\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/483724"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=483723"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=483723"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=483723"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}