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Benzinga
161 days

Oracle's Q3 Falls Short, But AI Demand Keep Long-Term Outlook Strong Say Analysts

1. Oracle shares fell after fiscal Q3 results disappointed. 2. Revenue slightly missed expectations, with adjusted earnings in-line. 3. Bookings exceeded expectations, driven by large deals. 4. RPO backlog grew significantly, indicating strong demand for AI infrastructure. 5. Analysts lowered price targets but maintained mostly positive ratings.

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FAQ

Why Bearish?

The revenue miss and free cash flow shortfall indicate potential challenges ahead. Historical trends show similar impacts, like past quarterly misses leading to share declines.

How important is it?

The article directly addresses Oracle's recent performance and analyst reactions, influencing investor sentiment and future price action.

Why Short Term?

Immediate sentiment is negatively affected by the earnings miss, likely impacting quarterly performance. However, future bookings and guidance may stabilize long-term sentiment.

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