I added to my Oracle (ORCL) position following RBC Capital’s latest note. While the analyst lowered the price target to $195 and maintained a Sector Perform rating, the outlook for 2026 remains promising. Enterprise spending is stabilizing, with early signs of recovery in sectors embracing GenAI innovations. Oracle is well-positioned to benefit as AI adoption becomes more tangible, and the market may increasingly recognize its value. Management’s cautious guidance reflects prudence rather than weakness, offering an opportunity to accumulate shares ahead of potential AI-driven growth.
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- NicoleBryce·01-09Great move! Oracle's AI potential is huge. [得意]LikeReport