Piper Sandler发表研报，维持对甲骨文的“买入”评级，目标价为225美元。分析师Billy Fitzsimmons表示，甲骨文在该行的研究覆盖范围内一直是一个具有争议性的标的，市场持续对其资本需求、AI变现能力、客户集中度及利润率等问题存有疑虑。然而，Piper Sandler对甲骨文持正面看法，理由包括：OCI分析结果乐观、营收增长加速、新任财务长或将采取更为审慎的业绩指引策略，以及市场对其2027财年应用业务的预期相对合理。
Piper Sandler发表研报，维持对甲骨文的“买入”评级，目标价为225美元。分析师Billy Fitzsimmons表示，甲骨文在该行的研究覆盖范围内一直是一个具有争议性的标的，市场持续对其资本需求、AI变现能力、客户集中度及利润率等问题存有疑虑。然而，Piper Sandler对甲骨文持正面看法，理由包括：OCI分析结果乐观、营收增长加速、新任财务长或将采取更为审慎的业绩指引策略，以及市场对其2027财年应用业务的预期相对合理。
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