大行評級丨花旗:上調甲骨文目標價至186美元 對公司基本面更有信心
花旗發表研究報告指,展望甲骨文截至5月底的第四財季業績,對其基本面更有信心,但認爲市場對公司短期損益表預測存在風險。該行仍然認爲近期的市場預測和2026財年潛在目標過於激進,可能導致向下修訂。該行認同甲骨文的收入應加速增長,並對公司盈利改善步伐以及數據庫現代化尋求更具建設性的看法,以提升對其信心。該行微升集團收入預測,目標價由160美元上調至186美元,評級爲“中性”。
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