Selected stock price target news of the day - June 12th, 2025

By: Matthew Otto

Oracle Reports Q4 and FY 2025 Results, Raises FY 2026 Forecast on Cloud Momentum

Oracle delivered fourth-quarter results for fiscal 2025, with revenue rising 11% year-over-year to $15.9 billion—surpassing the consensus estimate of $15.58 billion. Earnings per share were $1.7, beating analyst expectations by $0.06.

Cloud revenue, including both infrastructure (IaaS) and applications (SaaS), reached $6.7 billion, up 27% from the prior year. Infrastructure revenue surged 52% to $3 billion, while application services rose 12% to $3.7 billion. Oracle’s Fusion Cloud ERP and NetSuite Cloud ERP businesses each generated $1 billion, up 22% and 18%, respectively.

Operating income for the quarter totaled $7 billion, and net income was $4.9 billion. Remaining performance obligations jumped 41% to $138 billion, while operating cash flow for the full year increased 12% to $20.8 billion.

For the full fiscal year 2025, total revenue grew 8% to $57.4 billion, supported by $44 billion in cloud services and license support revenue, which rose 12%. Oracle Cloud Infrastructure (OCI) consumption revenue grew 62% in Q4, and the company expects an even faster pace in fiscal 2026.

Total revenue for fiscal 2026 is projected to reach at least $67 billion, implying a 16.7% year-over-year increase. Cloud growth—including both applications and infrastructure—is forecast to exceed 40%, with infrastructure alone expected to grow over 70%. MultiCloud database revenue rose 115% from Q3 to Q4, and Oracle Cloud@Customer revenue grew 104% year-over-year. Oracle currently operates 23 MultiCloud datacenters and is building 47 more.

Analysts Raise Price Targets Following Q4 and FY 2026 Outlook

WestPark Capital analyst Curtis Shauger reiterated a Buy rating and lifted the price target from $195 to $246.
Piper Sandler analyst Brent Bracelin maintained a Neutral stance yet raised the price target from $130 to $190.
Stifel analyst Brad Reback kept a Hold rating but boosted the price target from $150 to $180.
BofA Securities analyst Kash Rangan raised the price target from $156 to $220.
Citizens JMP analyst Patrick Walravens increased his target from $205 to $240.

Which Analyst has the best track record to show on ORCL?

Analyst Tyler Radke (CITI) currently has the highest performing score on ORCL with 11/12 (91.67%) price target fulfillment ratio. His price targets carry an average of $9.11 (6.04%) potential upside. Oracle stock price reaches these price targets on average within 101 days.

Chewy Reports Solid Start to Fiscal 2025 with Revenue Growth and Improved Profitability

Chewy announced financial results for the first quarter of fiscal year 2025 reporting net sales of $3.12 billion. This represents an 8.3% increase year over year and exceeding the consensus estimate of $3.08 billion. Gross margin was 29.6%, down slightly by 10 basis points from the prior year.

Net income totaled $62.4 million, with a net margin of 2%, a 30 basis point decline year over year. Basic and diluted earnings per share were both $0.15, consistent with the same period last year.

On an adjusted basis, Chewy posted earnings per share of $0.35, surpassing analyst expectations by $0.03. Adjusted net income rose to $148.9 million, an increase of $11.8 million year over year. Operating earnings reached $192.7 million, up $29.8 million from the prior year, while the related margin improved by 50 basis points to 6.2%.

Analysts Adjust Price Targets Following Q1 Results

Needham analyst Bernie McTernan reiterated a Hold rating.
JPMorgan analyst Doug Anmuth raised the price target from $36 to $47.
Guggenheim analyst Steven Forbes increased his price target to $45.
Citi analyst Steven Zaccone reaffirmed a Buy rating and lifted the price target from $42 to $49.
Wedbush analyst Seth Basham raised the price target to $45.

Which Analyst has the best track record to show on CHWY?

Analyst Trevor Young (BARCLAYS) currently has the highest performing score on CHWY with 16/18 (88.89%) price target fulfillment ratio. His price targets carry an average of $5.85 (13.25%) potential upside. Chewy stock price reaches these price targets on average within 95 days.

Victoria’s Secret Tops Q1 Sales Expectations, Maintains Full-Year Outlook Despite Mixed Results

Victoria’s Secret & Co. reported first quarter 2025 financial results showing net sales of $1.353 billion, exceeding its guidance range of $1.3 billion to $1.33 billion. Posted operating income of $20 million, down from $26 million a year ago, and a net loss of $2 million, an improvement from the $4 million loss reported in Q1 2024.

Adjusted operating income reached $32 million, topping the expected range of $10 million to $30 million. Adjusted net income was $7 million, or $0.09 per diluted share, near the upper end of the forecasted range.

For the second quarter of 2025, Victoria’s Secret expects net sales between $1.38 billion and $1.41 billion, compared to $1.417 billion in Q2 2024. Operating income is projected between $15 million and $35 million, with net income per diluted share anticipated in the range of $0 to $0.15.

Victoria’s Secret reaffirmed its full-year sales forecast of $6.2 billion to $6.3 billion. However, it revised its full-year operating income outlook to $270 million to $320 million. This is down from the previous range of $300 million to $350 million, reflecting an estimated $50 million tariff-related impact.

Analysts Hold Cautious Stance Amid Mixed Quarterly Results

Telsey Advisory Group analyst Dana Telsey maintained a Market Perform rating and the price target at $24.
BofA Securities analyst Alice Xiao maintained coverage but lowered the price target from $20 to $18.

Which Analyst has the best track record to show on VSCO?

Analyst Brooke Roach (GOLDMAN SACHS) currently has the highest performing score on VSCO with 4/5 (80%) price target fulfillment ratio. His price targets carry an average of $-2.3 (-13.29%) potential downside. Victoria’s Secret & Co. stock price reaches these price targets on average within 103 days.