TipRanks(@TipRanks):🔼Stephens upgrades Oracle $ORCL with funding questions resolved Stephens analyst Brett Huff upgraded Oracle to Overweight from Equal Weight with a price target of $213, up from $185. The firm says the company's investor day resolved its biggest questions, with Oracle pointing to lower cloud infrastructure funding and higher free cash flow. With the lower capital intensity guidance, the perceived riskiness of Oracle Cloud came out of stock and free cash flow estimates "went up dramatically," the analyst tells investors in a research note. Stephens feels "much better" now that Oracle's funding for cloud infrastructure is capped at $20B. According to TipRanks, Stephens has a 5-star analyst on Oracle.

2026.11.02 12:17

🔼Stephens upgrades Oracle $ORCL with funding questions resolved Stephens analyst Brett Huff upgraded Oracle to Overweight from Equal Weight with a price target of $213, up from $185. The firm says the company's investor day resolved its biggest questions, with Oracle pointing to lower cloud infrastructure funding and higher free cash flow. With the lower capital intensity guidance, the perceived riskiness of Oracle Cloud came out of stock and free cash flow estimates "went up dramatically," the analyst tells investors in a research note. Stephens feels "much better" now that Oracle's funding for cloud infrastructure is capped at $20B. According to TipRanks, Stephens has a 5-star analyst on Oracle.