Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Oracle: Color on Quarter (43.05)<ul><li>RBC Capital Mkts raises their ORCL tgt to $47 from $46. Strength in recurring revenue streams and opex control drove the second consecutive quarter of constant currency operating income growth. Cloud bookings were strong and are at least on track for the year. While they expect debate around organic SaaS/ PaaS growth, they see <strong>the shape of the income statement improving.</strong></li><li>BMO: Given inconsistent performance, we believe that Oracle's quarter and guidance, while not spectacular, is enough to push the shares higher. Further, while Oracle has not always delivered against longer-term guidance, we believe that comments that EPS will grow by 10% in FY2018 will generate investor interest in the shares given current valuation. They are making minor adjustments to their estimates, and <strong>raising their target to $48 from $45</strong>, and retaining their Outperform rating.</li><li><strong>Wedbush raises tgt to $43 from $42</strong>. ORCL's 3Q/Feb. looked better than its 2Q performance, based on their calculations of organic results. As they expected, SaaS and PaaS metrics benefited from the addition of NetSuite, but they also looked better organically. Also, good cost control and an improved tax rate give them reasons to be more positive on the outlook for FY18 EPS growth. However, they remain concerned that consensus expectations for FY18 revenues (about 3% implied organic constant-currency Y/Y) look too high. Although margins could improve next year as optics benefit from the cloud transition, they think they could be pressured longer-term due to a more competitive cloud pricing environment for enterprise applications and database. They would stay on the sidelines.</li><li><strong>JMP upgrades to Mkt Perofrm</strong></li><li><strong>JPMorgan upgrades to Overweight</strong></li><li><strong>ORCL +6% nearing 2 year/all time highs premarket.</strong></li></ul></td> </tr></table>"