This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Oracle Plunges: What Wall Street's Saying

Cantor Fitzgerald analyst Brian White (Buy, $50 PT)

"Last night, Oracle reported 4Q:FY14 results that were slightly below our estimates; however, the company's 1Q:FY15 guidance is largely in-line with our projections. The company emphasized a big push into the cloud in FY:15 with a "laser focus" on becoming the #1 player within Software-as-a-Service (SaaS) and Platform-as-a-Service (PaaS) in the future. With the early stage ramp of a database cycle with 12c and new initiatives in the cloud that we expect to hear more about at next week's Cloud Forum, we continue to believe the stock has attractive upside over the next year, as reflected in our $50.00 price target."

Canaccord Genuity analyst Richard Davis (Buy, $48 PT)

"Numbers wise, Oracle posted a 3% upside to operating cash flow. Inasmuch as Oracle does not pay a tolling fee for its database to itself, Oracle will have more pricing cushion with
which to compete. Perhaps more importantly, the breakout of cloud will make it financially less disruptive for Oracle to accelerate the pace of tuckin cloud acquisitions."

BMO Capital Markets analyst Joel Fishbein (Outperform, $45 PT)

"Fourth-quarter softness appears to be the result of thousands cuts-some deal slippage on mixed sales execution, some potential pausing in front of the 12c launch, some weakness in APAC and headwinds related to currency devaluation in South America, some hardware deal push-outs, some incremental headwinds to license as mix to subscription accelerates-but overall the story is unchanged, in our view. Transitions of this scale take time and some pains and lose ends may persist but most of the heavy lifting regarding the SaaS business is done. New product releases across the board should be a tailwind to growth and we remain optimistic regarding the company's positioning."

Oppenheimer analyst Brian Schwartz (Perform, No PT)

"Oracle reported soft 4Q results for the second straight year partially owing to delayed revenue recognition from selling more cloud software than licenses. This trend aligns with our view that market fundamentals for SaaS adoption have never been better from business desires to replatform apps. Additionally, FY EPS growth came in below 10% for the second straight year, a key growth target for investors, despite easier comparisons and better macro. This result pushes ORCL's 3-year EPS CAGR also below 10%." 

Sterne Agee analyst Robert Breza (Neutral, $41 PT)

"ORCL put out a disappointing Q4/FY14 that may leave investors cautious about future results as Q1/FY15 outlook, roughly in line with consensus, came short of offsetting the miss in the top and the bottom lines and may remind investors of Q3. We continue to believe ORCL's new 12c database release with in-memory and multi-tenancy capabilities will allow for an execution in-line with guidance, and therefore maintain Neutral Rating and $41 PT."

Larry Ellison Wants to Make Oracle King of the Cloud 

Alibaba, China Mobile Push for More of World Cloud Computing Market

-- Written by Chris Ciaccia in New York

>Contact by Email.

2 of 2

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 16,927.27 -33.30 -0.20%
S&P 500 1,973.79 -4.55 -0.23%
NASDAQ 4,431.2140 -18.35 -0.41%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs