By Nauman Khan
Publication Date: 2025-12-09 17:16:00
This article first appeared on GuruFocus.
oracle (NYSE:ORCL) reports its second-quarter results on Wednesday, December 10, as optimism grows on Wall Street.
Analysts expect Oracle to report adjusted earnings per share of $1.64, up about 12% from a year earlier, while revenue could rise 15% to $16.19 billion. Investors’ attention will focus on Oracle’s AI initiatives and their financial impact, as well as its capital expenditures and free cash flow forecast.
Top analysts at amber and Barclays have reiterated Buy ratings on ORCL, citing recent stock weakness as an attractive entry point.
Bernstein’s Mark Moerdler set a price target of $364, signaling an upside potential of about 65%. He highlighted that Oracle has added more than $300 billion in additional business in recent months despite a three-month share decline.
Barclays’ Raimo Lenschow lowered ORCL’s price target to $330 but maintained a Buy rating, noting that AI bubble concerns have created an attractive risk-reward environment at current levels.
