Mizuho reiterates Oracle’s (ORCL) outperform rating despite mixed results for the fiscal second quarter

Mizuho reiterates Oracle’s (ORCL) outperform rating despite mixed results for the fiscal second quarter

By Sheryar Siddiq
Publication Date: 2026-01-02 14:10:00

Oracle Corporation (NYSE:ORCL) is one of the the best AI stocks to buy, according to analysts. Mizuho reiterated its Outperform rating and $400 price target on Oracle Corporation (NYSE:ORCL) on December 15. The company called Oracle’s fiscal second-quarter results “mixed,” noting that while its cloud segment performance was broadly in line with expectations, there were slight revenue declines, largely driven by licenses.

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Although offset by higher capital expenditures and negative free cash flow, Oracle Corporation (NYSE:ORCL) demonstrated greater momentum in its cloud operations and remaining performance obligations. Due to higher sales, the company’s operating income improved from $4,220 million in the second quarter of 2025 to $4,731 million in the second quarter of 2026.

Mizuho highlighted the company’s overview of its AI infrastructure financing strategy, which includes supplier financing, GPU lease agreements and potential customers…