Winter is Coming... For Oracle Bears? Analysts Foresee Dragon-Sized Gains!

Hear Me Roar (For Oracle's Earnings)!

My loyal subjects Wall Street's so called 'analysts' are making quite the noise about Oracle's impending earnings. They predict a bounty of $1.64 per share on revenues reaching $15.59 billion! It appears even these land bound sheep are starting to see the fire in Oracle's belly. And the share price? Up by more than 7% this year! Perhaps they are finally bending the knee for even a dragon knows the value of a good investment. As I always say 'When you play the game of thrones you win or you die.' In this case Oracle seems poised to win... handsomely!

OCI: The Unburnt Engine of Growth

These analysts bless their cotton socks seem particularly taken with Oracle's Cloud Infrastructure or OCI as they call it. They believe strong bookings will continue to drive the company's fundamentals. Well I say it's about time they recognized the potential! OCI is like my dragons – powerful essential and capable of scorching the competition. Let the other houses squabble over scraps; we shall build our empire on the strength of the clouds!

JPMorgan: A Stark Warning or Just Winter Blues?

Even the cautious ones like JPMorgan acknowledge the robust AI infrastructure bookings. However their analyst Mark Murphy maintains a neutral rating and a price target that suggests a potential 24% downside! 'Winter is coming,' he seems to whisper. Perhaps he's forgotten who he's dealing with. Downside? My dragons laugh at your downside! We shall see whose prophecy holds true.

Morgan Stanley: Playing it Safe with a Pinch of Dragon Fire

Morgan Stanley is slightly more optimistic lifting their price target but still playing it safe. They speak of 'OCI optionality' and 'attractive positioning.' It sounds like they're finally warming up to the idea that Oracle's dragon is about to take flight. Perhaps they've learned that it's better to be on the side of the dragon than to be roasted by its fire.

Citi: Confidence Rising Like a Dragon From the Ashes

Citi's analyst also raises the price target citing confidence in Oracle's fundamentals. They see 'healthy signals' for OCI. While they worry about near term estimates being too aggressive (typical worries of mere mortals) they acknowledge Oracle's revenue should accelerate. It seems even the most hesitant are starting to feel the heat. Soon they'll all be chanting 'Mhysa! Mhysa!'

Jefferies BMO Deutsche Bank: All Hail the Dragon Queen (of Cloud)!

Jefferies BMO Capital Markets and Deutsche Bank are the true believers! All maintain a 'buy' rating and predict a potential rise of nearly 13% from Oracle's current stock price. They see room for the stock to 'grind higher' as backlog translates into revenue growth. Perhaps they realize that I Daenerys Stormborn of the House Targaryen First of Her Name Queen of the Andals and the First Men Protector of the Seven Kingdoms the Mother of Dragons the Khaleesi of the Great Grass Sea the Unburnt the Breaker of Chains am not one to be underestimated. And neither is Oracle! As I always say I will take what is mine with fire and blood!