I made an additional investment in Oracle, viewing the recent analyst adjustment as an opportunity rather than a setback. While RBC Capital lowered its price target and maintained a cautious Sector Perform rating, the core thesis remains intact. 2026 is expected to be a turning point as AI benefits become more visible, particularly for enterprises ready to scale GenAI adoption. With enterprise spending stabilizing and early signs of recovery emerging, Oracle’s positioning in enterprise software and cloud infrastructure makes it well placed to capture long-term AI-driven growth despite conservative near-term guidance.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- VernaFred·01-09 04:36TOPSpot on, Oracle's AI drive is promising. That buy at $188.94 seems savvy! [看涨]LikeReport