After having attended Oracle’s (ORCL) analyst day, where management outlined “impressive targets” for FY30 revenue and EPS of $225B and $21, respectively, BofA analyst Brad Sills said the margin associated with the EPS target “appears achievable,” but what is “less clear” is how Oracle can stand up datacenters fast enough to achieve the topline growth given supply constraints across land, buildings, energy and GPUs. However, the firm believes that Oracle is well positioned to continued capturing share of the large and growing AI infrastructure industry and it maintains a Buy rating and $368 price target on the shares.
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