1012 ET - Oracle's revenue should be able to grow meaningfully faster than its operating expenses in the coming years, Stifel analysts say in a research note. Oracle's management team is extremely adept at managing expenses as higher capital spending weighs on near-term gross margin, the analysts say. The company is also putting a greater emphasis on physical infrastructure, rather than people, to generate new business, they say. InFY25, headcount only grew 2% and total operating expenses expanded by 5%, while total revenue climbed 8%, the analysts say. They upgrade the stock to buy from hold and raise the target price to $250 from $180. Oracle jumps 5% to $220.98. (dean.seal@wsj.com)

(END) Dow Jones Newswires

June 30, 2025 10:12 ET (14:12 GMT)

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