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中文(ZH) Piper Sandler：甲骨文云业务2027财年有望超预期

Piper Sandler upgrades Oracle Cloud Infrastructure, sees FY27 revenue beat

By PulseAugur Editorial · [1 sources] ·

Piper Sandler has upgraded Oracle's cloud infrastructure (OCI) business, projecting its revenue to exceed expectations in fiscal year 2027. The firm believes Oracle's accelerated capital expenditures are effectively translating into revenue, a factor potentially underestimated by investors. Piper Sandler maintained an 'overweight' rating for Oracle with a price target of $225. AI

IMPACT This report suggests accelerated growth in cloud infrastructure, which is foundational for AI development and deployment.

RANK_REASON Analyst report with projections and rating changes.

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Piper Sandler upgrades Oracle Cloud Infrastructure, sees FY27 revenue beat

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Analyst report with projections and rating changes.
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Only one publisher covered this so far. Single-source stories can still rank when the publisher is high-authority, but they lack cross-source corroboration.
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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Piper Sandler: Oracle Cloud Business Expected to Exceed Expectations in Fiscal Year 2027

    投行Piper Sandler发布报告称，甲骨文云基础设施(OCI)业务在2027财年的收入有望超越当前市场预期，主要得益于资本开支加速转化为实际营收。分析师认为，该公司大规模资本性支出（CapEx）正逐步转化为实际产能与收入，这一转化效率可能被投资者低估。Piper Sandler维持对甲骨文的“超配”评级，目标价定为225美元。（财联社）

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