Mizuho reiterates its outperform at Oracle (ORCL) and calls CoreWeave results overvalued

Mizuho reiterates its outperform at Oracle (ORCL) and calls CoreWeave results overvalued

By Rizwan Siddiqui
Publication Date: 2025-11-15 16:53:00

Oracle Corporation (NYSE:ORCL) is one of the The most fantastic stocks every investor should pay attention to. On November 11, Mizuho analyst Siti Panigrahi reiterated his outperform rating on the stock with a price target of $400. His update came after some weakness was seen in Oracle shares after CoreWeave Inc. (NASDAQ:CRWV) delivered a disappointing third-quarter earnings report, which sent shares of CoreWeave Inc. (NASDAQ:CRWV) down about 16%. The analyst called the weakness in Oracle shares “largely unwarranted.”

Panigrahi said CoreWeave’s weaker results were due to a temporary supply chain delay involving a third-party data center developer, rather than operational issues related to Oracle. He therefore believes that the challenges in CoreWeave’s results were company-specific and had nothing to do with Oracle’s business performance.

On a positive note, the analyst noted that Oracle’s data center expansion in Abilene, Texas remains on schedule and the company…