Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

SAP's (NYSE:SAP) third-quarter results demonstrated cloud growth combined with a better-than-expected customer pipeline, which prompted positive reactions from financial firms. "While macro ...

Oracle is transforming from a tech stalwart to a major player in infrastructure and services for high-performance computing.

Oracle’s NetSuite division has emerged as a significant bright spot for the technology giant, reaching an important financial milestone while navigating an increasingly competitive landscape in ...

Oracle’s ORCL NetSuite Cloud ERP has emerged as a major growth catalyst in its cloud strategy, driving strong growth across the applications segment. In the fourth quarter of fiscal 2025, NetSuite ...

Analyst Derrick Wood from TD Cowen reiterated a Buy rating on SAP SE (0NW4 – Research Report) and increased the price target to $310.00 from $305.00. Derrick Wood has given his Buy rating due to a ...

Bank of America Securities analyst Frederic Boulan reiterated a Buy rating on SAP SE (0NW4 – Research Report) today and set a price target of €291.00. Discover outperforming stocks and invest smarter ...

Hypersonix CEO Prem Kiran says the pandemic helped put the AI startup on a "level playing field" with companies like Oracle and SAP.