Jefferies’ Rating of Oracle Stock
The analysis firm Jefferies has rated Oracle Corp’s stock as “Buy” and set the price target at 220 US dollars. This rating is based on stable company figures and positive market development.
Growth in Cloud Services
Jefferies recently raised its price target from the previous 200 US dollars to 220 US dollars while maintaining its buy recommendation. The rationale for this assessment lies in Oracle’s robust growth, particularly in the area of cloud services:
- Revenue growth of the remaining performance obligations (RPO) increased by 41%.
- A growth of over 100% is projected for the fiscal year 2026 (excluding the Stargate initiative).
- The cloud revenue growth is expected to accelerate to about 40% in fiscal year 2026 (compared to 24% in the previous year).
- Particularly strong growth is anticipated in the Infrastructure-as-a-Service segment, with an expected increase of around 70% year-on-year.
Oracle also has a high gross profit margin of about 71% and has reported revenue of approximately 57.4 billion US dollars over the last twelve months.
Relevance for Investors
For private investors and savers in the German-speaking area, this assessment is relevant as it signals a solid fundamental basis and good growth opportunities. The stable financial performance combined with dynamic cloud business makes Oracle an attractive investment option.
Conclusion
In summary, Jefferies recommends buying Oracle stock with a target price of 220 US dollars due to strong growth in key business areas and solid figures.