高盛:甲骨文F25可能具有显著的IaaS,收入同比双位数;资本支出要求可能会影响利润率。
增长黑盒&久谦中台·2024-06-14 14:01

更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 Goldman Equity Sachs Research 12 June 2024 | 2:11AM PDT Oracle Corp. (ORCL) F25 Could Possess Notable laaS Growth, Double Digit Revenue Growth CapEx Requirements Likely Pressure Profitability shuinu987 12m Price Target: $137.00 Price: $123.88 Upside: 10.6% Kash Rangan 415)249 -73181 ngan@gs.con We reiterate our Neutral rating and raise our price target to $137 报数据加V (from $130) following ORCL's F4Q24 print, partiallyliunderpinned by ORCL's already elevated EV / FCF versuspeers ( ...