By Ghazal Ahmed
Publication Date: 2025-12-14 18:48:00
Oracle Corporation (NYSE:ORCL) is one of the AI stocks in the spotlight for investors. On December 11, UBS analyst Karl Keirstead lowered the stock’s price target to $325.00 (from $380.00) but maintained a Buy rating. The company remains positive on the stock despite mixed earnings results driven by Oracle’s $523 billion in backlog conversion.
According to the company, Oracle’s earnings, reported on December 11, fell slightly short of investors’ estimates. However, the company remains optimistic about the company’s massive backlog and expects it to drive strong sales growth.
“Oracle reported Q2/November results (13% C/C revenue growth, 66% Cloud Infra growth) that fell slightly short of investor estimates, as did the leverage/financing messaging, but in our view the conversion of the massive $523 billion backlog into strong revenue growth in Q2/FY27 is compelling enough for us to maintain our Buy rating.”
Unlike three months ago, the share is no longer…
