摩根大通发表研究报告指，甲骨文第三季总收入按年升6.4%至141.3亿美元，低于指引，云端总收入按年升25%，达指引23%至25%的高位。该行指，公司第四季总收入指引按年升9%至11%，低于市场预测中位数，总云端总收入指引按年升26%至28%，每股盈利预测指引达1.61美元至1.65美元。公司有信心2026财年总收入达660亿美元，设下2027财年达20%增长的目标。

该行指，将其目标价由140美元下调至135美元，维持其评级为“中性”。

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