Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

23,577 signal articles · 337 in last 24h · 112,361 total before filter · latest 1h ago
337last 24h
2145last 7d
374● bullish (7d)
189● bearish (7d)
204publishers
AllMacro296Earnings1219M&A90Regulatory23Product13Analyst20
✕ clear all filtersticker: ORCLSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Oracle price target lowered by UBS amid AI spending concerns
Proactive5d agoneutral
Oracle price target lowered by UBS amid AI spending concerns

Oracle Corp (NYSE:ORCL, XETRA:ORC)'s price target was cut to $245 from $285 by UBS, which maintained its 'Buy' rating on the stock while citing risks around rising AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI. The analysts wrote that...

Oracle Gets Credit Rating Downgrade
The Wall Street Journal34d agobearish
Oracle Gets Credit Rating Downgrade

S&P Global Ratings announced Thursday that it was downgrading the credit ratings of the software and AI cloud computing giant from BBB to BBB-, one notch above speculative grade, or junk-bond, ratings. Oracle’s “growing AI infrastructure business is diluting its strong business risk profile,” S&P analysts wrote. The extra yield, or spread, that investors are demanding to hold Oracle’s 5.7% bonds due in 2036 was recently 1.84 percentage points, according to MarketAxess, up from 1.75 percentage points Wednesday.

Investing.com34d agobearish
Oracle stock shrugs off S&P downgrade to ’BBB-’, but $160B debt shadow looms

Investing.com — Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a

Jefferies Maintains Buy Rating on Oracle (ORCL) Stock
Insider Monkey46d agobullish
Jefferies Maintains Buy Rating on Oracle (ORCL) Stock

Oracle Corporation (NYSE:ORCL) is one of the Best Cloud Computing Stocks to Buy According to Hedge Funds. On June 23, Jefferies analyst Brent Thill maintained a “Buy” rating on the company’s stock and reiterated the price objective of $320. As per the analyst, the company continues to witness strong demand for cloud systems. The investors were concerned after […]

Bernstein Raises its Price Target on Arm Holdings (ARM)
Insider Monkey49d agoneutral
Bernstein Raises its Price Target on Arm Holdings (ARM)

Arm Holdings plc (NASDAQ:ARM) is one of the 10 All-Time High Stocks with Legs to Rally Further. On June 17, 2026, Bernstein analyst David Dai raised the firm’s price target on Arm Holdings plc (NASDAQ:ARM) to $500 from $300 and maintained an Outperform rating. Dai described Arm as a structural beneficiary of the “renaissance of […]

Wall Street Just Supersized Its Price Target on AMD. Is the Stock Still Too Cheap?
24/7 Wall St.49d agoneutral
Wall Street Just Supersized Its Price Target on AMD. Is the Stock Still Too Cheap?

Shares of Advanced Micro Devices (NASDAQ:AMD) traded near $521 midmorning Wednesday, roughly flat on the session after a prior close near $520. The quiet tape masks a loud catalyst: UBS just supersized its price target on AMD stock to $670 from $455, one of the more aggressive upward revisions on the Street this month. The ... Wall Street Just Supersized Its Price Target on AMD. Is the Stock Still Too Cheap?

Mizuho Maintains Outperform Rating on Oracle Corporation (ORCL)
Insider Monkey51d agobullish
Mizuho Maintains Outperform Rating on Oracle Corporation (ORCL)

Oracle Corporation (NYSE:ORCL) is one of the Best Data Center Stocks That Are Cheaper Than the S&P 500. Recently, on June 15, Mizuho reiterated an Outperform rating on Oracle Corporation (NYSE:ORCL) with a price target of $320. The rating comes after the company reported record quarterly revenue during its fiscal Q4 2026 earnings. ​During the […]

Analysts Boosts Oracle (ORCL) Price Target Following Q4 Results
Insider Monkey56d agoneutral
Analysts Boosts Oracle (ORCL) Price Target Following Q4 Results

With a net profit margin of 25.30%, Oracle Corporation (NYSE:ORCL) is included among the 12 Most Profitable American Stocks to Buy in 2026. Oracle Corporation (NYSE:ORCL) is a global leader in AI, delivering the cloud infrastructure, data, and applications that organizations across the world trust to successfully achieve business outcomes at scale. On June 11, BMO […]

DA Davidson Boosts Oracle (ORCL) Price Target Following Q4 Report
Insider Monkey58d agoneutral
DA Davidson Boosts Oracle (ORCL) Price Target Following Q4 Report

Oracle Corporation (NYSE:ORCL) is included among the 14 Best S&P 500 Stocks to Buy Now According to Analysts. Oracle Corporation (NYSE:ORCL) is a global leader in AI, delivering the cloud infrastructure, data, and applications that organizations across the world trust to successfully achieve business outcomes at scale. On June 11, DA Davidson boosted its price […]

Bank of America aggressively revamps Oracle stock price target
TheStreet64d agoneutral
Bank of America aggressively revamps Oracle stock price target

Most people don't think about Oracle the way they think about Nvidia or Broadcom. It doesn't have the same flashy artificial intelligence (AI) narrative. It started as a CIA database project in 1977. For decades, it was the unglamorous but indispensable backbone of enterprise computing. Then the ...

5-star analyst resets Oracle stock price target
TheStreet70d agoneutral
5-star analyst resets Oracle stock price target

Oracle (ORCL) stock closed the June 2 trading session down 1.44% at $244.58. Despite this slight drop, the stock is now up about 25.48% year to date, at the time of writing, Wednesday morning, June 3. Meanwhile, the SPDR S&P 500 Index (SPY) is up about 11.39% in the same period. Oracle has ...

Bloom Energy (BE) Valuation In Focus After AI Data Center Deals And Upgraded 2026 Outlook
Simply Wall St.84d agobullish
Bloom Energy (BE) Valuation In Focus After AI Data Center Deals And Upgraded 2026 Outlook

Bloom Energy (BE) is back in focus after the AI power race translated into record first quarter revenue, higher 2026 guidance, and fresh data center projects with Oracle and Nebius, even as valuation worries cool recent enthusiasm. See our latest analysis for Bloom Energy. The stock’s sharp AI driven rally has cooled slightly in recent sessions, with a 7 day share price return of -2.57%, following a 90 day share price return of 77.55% and a very large 1 year total shareholder return that...

Oracle Corporation (ORCL) Named Top Pick as Oppenheimer Lifts Price Target
Insider Monkey88d agoneutral
Oracle Corporation (ORCL) Named Top Pick as Oppenheimer Lifts Price Target

Oracle Corporation (NYSE:ORCL) is among the stocks with the best earnings growth for the next 10 years. On May 12, Brian Schwartz from Oppenheimer lifted the price target on Oracle Corporation (NYSE:ORCL) to $235 from $210 and reiterated an Outperform rating. While highlighting positive developments during the current quarter, which will strengthen its superior EPS […]

Wedbush resets Oracle stock price target for the rest of 2026
TheStreet89d agoneutral
Wedbush resets Oracle stock price target for the rest of 2026

Oracle's stock is sitting roughly 50% below its September 2025 peak. Its backlog has grown to $553 billion. And Dan Ives just raised his price target for the second time in three weeks. The gap between where Oracle trades and what Wedbush thinks it is worth is becoming one of the more striking ...