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Benzinga
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Oracle Stock Upgrade On AI Surge, OpenAI Deal Seen Fueling Growth

1. Piper Sandler upgraded Oracle to Overweight, raising price target to $270. 2. Analyst reports rising enterprise demand for AI infrastructure will boost Oracle's growth. 3. CIO survey shows net spending intentions on Oracle OCI increased to 27%. 4. Earnings estimates for Oracle raised for fiscal years 2026 and 2027. 5. Oracle shares gained 0.22%, trading at $235.83 during the publication.

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FAQ

Why Very Bullish?

The significant price target increase reflects strong future growth expectations. Historical upgrades often lead to stock price increases as investor confidence grows.

How important is it?

The article highlights significant analyst upgrades and rising demand in a key sector for Oracle.

Why Long Term?

Rising enterprise demand for AI infrastructure suggests sustained growth beyond one quarter. Historical patterns show long-term improvements after such upgrades.

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