大行评级｜花旗：甲骨文第二财季业绩表现好坏参半目标价上调至194美元

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格隆汇12月11日｜花旗发表研报指，甲骨文第二财季业绩表现好坏参半，受累于汇兑因素影响及产能限制等，期内主要经营指标低于预期，同时公司对第三财季亦逊预期。但撇除外汇及其他非营运的不利因素后，该行认为次财季业绩看起来更为符合预期，云端基础架构业务OCI增长重新加快，当前剩余履约义务(cRPO)订单量亦按年增长14%。花旗对甲骨文2025财年预测基本维持不变，并维持“中性”评级，基于2026财年预测市盈率约27.3倍，将目标价由157美元调升至194美元。

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大行评级｜花旗：甲骨文第二财季业绩表现好坏参半 目标价上调至194美元

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大行评级｜花旗：甲骨文第二财季业绩表现好坏参半目标价上调至194美元