By finviz.com
Publication Date: 2025-11-29 05:06:00
Oracle Corporation (NYSE:ORCL) is one of them AI stocks on the market’s radar. On November 26, Deutsche Bank reiterated its Buy rating on the stock with a price target of $375.00. The company is positive about Oracle, saying it recognizes the risk but also believes the market does not fully recognize the company’s OpenAI commitment.
Oracle’s stock prices recently took a hit due to concerns related to AI capacity commitments and investment plans, particularly related to OpenAI. The company therefore conducted a more in-depth analysis to estimate the potential valuation for Oracle.
“We are leveraging the L/T guidance provided by mgmt. at the company’s financial analyst meeting in October and our LT forecasting framework (previously described here) to estimate Oracle’s fiscal 2030 financials, excluding OpenAI-related revenue and incremental capital expenditures.”
Deutsche Bank forecast a $4 decline in earnings per share to $17 and a $10 billion decline in FCF to $31 billion compared to the company’s forecast.
