甲骨文股价在财报发布前遭遇阻力

甲骨文(ORCL)股价已从阻力中反弹,周二将公布财报。

ORCL – Daily Chart

ORCL-日图

甲骨文股价在126.65美元遇到阻力,报124.25美元。上一份的业绩发布导致股价暴跌,在114.58美元的水平上找到了支撑。

分析师预计,这家总部位于德克萨斯州奥斯汀的科技公司将公布每股1.65美元的季度收益。这将低于去年同期的每股1.67美元。预计甲骨文季度营收为145.9亿美元,上年同期为138.4亿美元。

这家科技巨头最近公布了在摩洛哥开设两个甲骨文云区域的计划,为非洲组织提供企业云服务。

分析师将关注甲骨文云基础设施业务的增长势头,第三季度云收入同比增长25%,云基础设施收入同比增长49%。

甲骨文首席执行官Safra Catz在最后的结果之后表示:“我们预计将继续收到保留云基础设施容量的大型合同,因为对我们的第二代人工智能基础设施的需求大大超过供应,尽管我们正在非常非常迅速地开设新的和扩展现有的云数据中心。”

在该公司的财报电话会议上,分析师们可能还会关注甲骨文与埃隆·马斯克的人工智能初创公司xAI合作的最新消息。来自The Information的一份报告称,xAI正在与甲骨文敲定一份价值100亿美元的云服务合同。

瑞银分析师Karel Keirstead对甲骨文的评级为买入,最近将该公司的目标价从130美元上调至150美元。包括TD Cowen的Derrick Wood在内的其他分析师也给出了类似的价格评级,在130-140美元左右。

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