花旗发表研究报告，将甲骨文评级从“中性”升至“买入”，因此前首季创历史纪录的订单表现增强了该行对其AI业务持久性和盈利能力的信心。首季3300亿美元以上的订单令人惊艳，并伴随基础设施即服务(IaaS)收入的大幅上调(未来三年增长6倍至1140亿美元，高于该行预估的870亿美元)。 该行指，对甲骨文盈利能力的担忧也得到更好解决，公司指引2026财年的EBIT增长为中十位数，高于该行预估的6%。基于该行对AI基础设施需求的正面看法，花旗认为甲骨文股价仍有上行空间，未来几年收入和净利的增长将显著加速，进一步确立甲骨文作为独特的大型AI赢家地位。该行将其目标价从240美元上调至410美元。
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