BUZZ-Street View: Oracle's growth outlook optimistic despite recent misses

Reuters

03-11

BUZZ-Street View: Oracle's growth outlook optimistic despite recent misses

** Oracle ORCL.N CEO Safra Catz on Monday projected strong growth for fiscal 2026 and 2027, driven by surging demand for advanced AI computing

** Shares of cloud service provider down 2.7% at $144.85 premarket

CRACKING THE CODE OF REVENUE GROWTH

** J.P.Morgan ("neutral," PT: $135) says co's bookings trajectory is impressive, but is concerned about delays in AI projects and their impact on operating margins

** Barclays ("overweight," PT: $202) says results are mixed due to seasonal factors and component delays, highlights significant surge in Remaining Performance Obligations (RPO), indicating strong future revenue potential

** Jefferies ("buy," PT: $220) is optimistic about co's cloud growth and outlook, highlighting RPO acceleration and increased capex, despite recent revenue misses

** RBC ("sector perform," PT: $145) sees continued capacity constraints hindering growth acceleration, making co's revenue growth outlook seem "aspirational"

(Reporting by Rashika Singh in Bengaluru)

((rashika.singh@thomsonreuters.com))

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16:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-Street View: Oracle's growth outlook optimistic despite recent misses</title></head><body><p>** Oracle <span>ORCL.N</span> CEO Safra Catz on Monday <span>projected</span> strong growth for fiscal 2026 and 2027, driven by surging demand for advanced AI computing</p><p>** Shares of cloud service provider down 2.7% at $144.85 premarket</p><p>CRACKING THE CODE OF REVENUE GROWTH</p><p>** J.P.Morgan (\"neutral,\" PT: $135) says co's bookings trajectory is impressive, but is concerned about delays in AI projects and their impact on operating margins</p><p>** Barclays (\"overweight,\" PT: $202) says results are mixed due to seasonal factors and component delays, highlights significant surge in Remaining Performance Obligations (RPO), indicating strong future revenue potential</p><p>** Jefferies (\"buy,\" PT: $220) is optimistic about co's cloud growth and outlook, highlighting RPO acceleration and increased capex, despite recent revenue misses</p><p>** RBC (\"sector perform,\" PT: $145) sees continued capacity constraints hindering growth acceleration, making co's revenue growth outlook seem \"aspirational\"</p><p> (Reporting by Rashika Singh in Bengaluru)</p><p> ((rashika.singh@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4538","symbol_name":"云计算","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250311:nL4N3PU0DB:1","article_id":"2518795567","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2518795567","pubTimestamp":1741681412,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and 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