Phillip Securities Raises Oracle 2026 Capex Forecast to $50B Highlighting Confidence in OCI and Full-Stack AI Leadership

3 days ago 2

Maham Fatima

Sun, December 28, 2025 astatine 11:46 AM CST 2 min read

Oracle Corporation (NYSE:ORCL) is 1 of the most progressive US stocks to bargain according to analysts. On December 15, Phillip Securities lowered the firm’s terms people connected Oracle to $344 from $350 and maintained a Buy standing connected the shares. The steadfast raised its 2026 superior expenditure outlook for Oracle from $35 cardinal to $50 billion. The accrued spending reflects the firm’s continued assurance successful the company’s dual relation arsenic a specialized unreality provider/OCI and a broad full-stack AI leader.

Earlier connected December 11, RBC Capital besides lowered the firm’s terms people connected Oracle to $250 from $310 and kept a Sector Perform standing connected the shares. This sentiment came retired arsenic Oracle’s FQ2 2026 results were a mixed bag: robust unreality maturation and beardown Remaining Performance Obligations/RPO were dampened by precocious superior spending and antagonistic escaped currency flow.

Phillip Securities Raises Oracle 2026 Capex Forecast to $50B Highlighting Confidence successful OCI and Full-Stack AI Leadership

In its FQ2 report, Oracle highlighted a 13% year-over-year summation successful full gross to $16.1 billion. The superior maturation motor was the unreality division, which saw gross surge 33% to $8 billion, present accounting for fractional of Oracle’s full business. Within this segment, OCI gross jumped 66% to $4.1 billion, specifically fueled by a 177% detonation successful GPU-related revenue. Other beardown performers included Autonomous Database gross (up 43%) and Cloud Applications, which reached $3.9 cardinal (up 11%).

Looking guardant to FQ3, Oracle projects full unreality gross maturation betwixt 37% and 41% and full gross maturation betwixt 16% and 18% successful changeless currency.

Oracle Corporation (NYSE:ORCL) offers products and services that code endeavor accusation exertion environments worldwide.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.