美银证券发表研报指，甲骨文截至2月28日止第三财季业绩及前景稳固，总收入达172亿美元，按年升22%，超越该行预测的169.6亿美元；资本开支184亿美元，远超该行预测的140亿美元，但对2026财年的预测仍保持在500亿美元。报告提到，甲骨文第四财季的收入指引为增长19%至21%，以中位数计算，云业务收入增长46%，低于该行预期的53%，但仍有提升空间。管理层将2027财年的收入目标由850亿上调至900亿美元。该行维持公司“买入”评级，目标价为300美元。
美银证券发表研报指，甲骨文截至2月28日止第三财季业绩及前景稳固，总收入达172亿美元，按年升22%，超越该行预测的169.6亿美元；资本开支184亿美元，远超该行预测的140亿美元，但对2026财年的预测仍保持在500亿美元。报告提到，甲骨文第四财季的收入指引为增长19%至21%，以中位数计算，云业务收入增长46%，低于该行预期的53%，但仍有提升空间。管理层将2027财年的收入目标由850亿上调至900亿美元。该行维持公司“买入”评级，目标价为300美元。
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