Oracle Watchlist

tz-plus logo Oracle: Why Wedbush Sees 45% Potential and Believes Almost All Investors Are Making a Mistake!

J. Meyer
Reading Time: 2 minutes

Wedbush raises the price target for Oracle to $275 and sees the company as one of the few true infrastructure winners of the AI revolution. The critical metric is not the absolute Capex level, but the Capex-to-RPO ratio – and here Oracle clearly outperforms its peer group. With $553.0 billion in contracted obligations, Oracle is not building on expectations, but on already booked demand.   Today, Wedbush raised its price target for Oracle (i) from $225 to $275 and reaffirmed its outperform rating – with a clear message: The market...

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