Oracle's AI Ambitions Take Flight After Record Cloud Growth: What Do Analysts Really Think?
1. Oracle reported Q4 revenue of $15.9 billion, exceeding expectations. 2. Analysts raised price targets significantly following strong financial results. 3. Cloud infrastructure revenue grew 52% year-over-year, indicating strong demand. 4. Oracle expects at least $67 billion in revenue for fiscal 2026. 5. Capex of $9.1 billion exceeded estimates, signaling growth plans.