Oracle Corp.(NYSE:ORCL) garnered strong reactions from analysts following its Financial Analyst Day at CloudWorld, where the company showcased its ambitious AI and cloud growth targets.

JPMorgan – Neutral with a Raised Price Target

Analyst Mark R. Murphy reaffirmed a Neutral rating, raising the price target from $120 to $140.

He highlighted Oracle's bold FY29 guidance, projecting a $104B revenue target with 16% CAGR post-FY26.

Murphy noted Oracle's "resilient, sticky, and largely recurring revenue stream" and the growth in cloud applications, Oracle Cloud Infrastructure (OCI), and strategic hardware, all of which are driving the company's expansion. He also emphasized Oracle's >70% recurring...