Selected stock price target news of the day - March 11th, 2025

By: Matthew Otto

Oracle Reports Q3 Fiscal 2025 Results with Cloud Growth but Below Analyst Expectations

Oracle reported fiscal third-quarter 2025 revenue of $14.13 billion, up 6% year-over-year in USD and up 8% in constant currency, but below the analyst consensus estimate of $14.39 billion.

Earnings per share came in at $1.47, missing expectations by $0.02. Net income rose 22% to $2.94 billion, while operating income reached $6.2 billion, an increase of 7%. Operating margin for the quarter stood at 44%. Oracle’s cloud revenue, including infrastructure and applications, grew 23% to $6.2 billion, with Cloud Infrastructure revenue rising 49% to $2.7 billion.

Cloud Applications revenue increased 9% to $3.6 billion, while Fusion Cloud ERP and NetSuite Cloud ERP each generated $0.9 billion in revenue, up 16%. Oracle’s remaining performance obligations reached $130 billion, reflecting a 62% increase, supported by $48 billion in new contracts.

Oracle forecasted 8% to 10% revenue growth, compared to analyst projections of approximately 11% ($15.91 billion). Expected earnings per share for the next quarter are between $1.61 and $1.65, below the analyst consensus of $1.79. Oracle continues to invest in cloud expansion, with capital expenditures projected at $16 billion for the year, more than double the prior year.

Analysts Lower Price Targets While Maintaining Ratings

Barclays analyst Raimo Lenschow maintained an Overweight rating, yet lowered the price target from $212 to $202.
Stifel analyst Brad Reback continued with a Hold rating but cut the price target from $175 to $150.
Morgan Stanley analyst Keith Weiss upheld an Equal-Weight rating while adjusting the price target from $175 to $170.
Evercore ISI Group analyst Kirk Materne kept an Outperform rating and reduced the price target from $200 to $185.
BofA Securities analyst Brad Sills maintained a Neutral stance and trimmed the price target from $195 to $175.
Piper Sandler analyst Brent Bracelin kept an Overweight rating; however, lowered the price target from $210 to $190.

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

Analyst Tyler Radke (CITI) currently has the highest performing score on ORCL with 10/11 (90.91%) price target fulfillment ratio. His price targets carry an average of $16.72 (9.43%) potential upside. Oracle stock price reaches these price targets on average within 105 days.

Asana Beats Q4 EPS Estimates but Issues Lower-Than-Expected FY26 Revenue Guidance

Asana reported its financial results for the fourth quarter, with revenue reaching $188.3 million. This exceeds the consensus estimate of $188.15 million and reflects a 10% year-over-year increase, or $189.1 million when adjusted for currency impact. Earnings per share were $0.00, coming in $0.01 above analyst expectations of ($0.01).

Operating loss for the quarter narrowed to $63.6 million from $67.9 million in Q4 fiscal 2024, while adjusted operating loss improved to $1.7 million from $15.6 million. Net loss remained stable at $62.3 million, while adjusted net loss improved to $0.4 million from $10.1 million. Operating cash flow turned positive at $15.9 million, a notable increase from negative $15.3 million in Q4 fiscal 2024, with free cash flow at $12.3 million.

For fiscal 2025, total revenue was $723.9 million, up 11% year over year. Operating loss was $266.7 million, improving from $270.0 million in fiscal 2024, while adjusted operating loss decreased to $40.8 million from $58.1 million. Net loss improved to $255.5 million from $257.0 million, and adjusted net loss narrowed to $29.6 million from $45.1 million. Operating cash flow for the year was $14.9 million, a turnaround from negative $17.9 million in the prior year, with free cash flow reaching $2.6 million.

Asana reported continued customer growth, with Core customers increasing 11% to 24,062 and customers spending $100,000 or more annually rising 20% to 726. Looking ahead, Asana expects fiscal 2026 earnings per share of $0.19 to $0.20, above the consensus estimate of ($0.01). Asana projects revenue between $782 million and $790 million, slightly below the consensus estimate of $803 million.

Analysts Cut Price Targets While Maintaining Ratings

BofA Securities analyst Michael Funk maintained a Buy rating while lowering the price target from $30 to $25.
Jefferies analyst Brent Thill kept a Hold rating but reduced the price target from $19 to $15.
Baird analyst Rob Oliver continued a Neutral rating and cut the price target from $23 to $13.
Piper Sandler analyst Brent Bracelin maintained an Overweight rating; however, lowered the price target from $27 to $18.

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

Analyst Brent Thill (JEFFERIES) currently has the highest performing score on ASAN with 14/15 (93.33%) price target fulfillment ratio. His price targets carry an average of $-2.8 (-12.84%) potential downside. Asana stock price reaches these price targets on average within 29 days.

Inozyme Pharma Reports 2024 Financial Results and Progress in ENPP1 Deficiency Program

Inozyme Pharma reported its financial results for the year ended December 31, 2024, and provided business updates on its ENPP1 Deficiency program. Reported cash, cash equivalents, and short-term investments of $113.1 million at year-end, and with the implementation of cost-saving measures—including a 25% workforce reduction—it expects to extend its cash runway into the first quarter of 2026.

Research and development (R&D) expenses increased by 51.8% year-over-year, rising from $54.8 million in 2023 to $83.2 million in 2024, primarily due to clinical development and manufacturing costs. General and administrative (G&A) expenses remained steady at $20.8 million, while net loss widened to $102.0 million, or $1.62 per share, compared to $71.2 million, or $1.37 per share, in 2023.

Inozyme completed enrollment for its pivotal ENERGY 3 trial, enrolling 27 pediatric patients with ENPP1 Deficiency in a 2:1 randomized design, with topline data expected in the first quarter of 2026. ENPP1 Deficiency, a rare genetic disorder affecting an estimated 19,000 individuals worldwide, leads to severe complications in bone development and vascular function. If successful, the trial could pave the way for regulatory approval of INZ-701, potentially benefiting thousands of patients with limited treatment options.

Additionally, interim data from the ENERGY 1 trial and the Expanded Access Program showed improvements from baseline in multiple disease measures in six infants and young children treated with INZ-701 for up to 22 months. As part of its strategic focus, Inozyme will prioritize advancing INZ-701 toward potential approval for ENPP1 Deficiency while postponing future trials in ABCC6 Deficiency and calciphylaxis.

Analysts Adjust Price Targets Amid Strategic Shift

Needham analyst Joseph Stringer maintained a Buy rating while lowering the price target from $23 to $15.
HC Wainwright & Co. analyst Edward White reiterated a Buy rating and a $16 price target.

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

Analyst Suji Jeong (JEFFERIES) currently has the highest performing score on INZY with 2/2 (100%) price target fulfillment ratio. His price targets carry an average of $2.7 (81.82%) potential upside. Inozyme Pharma stock price reaches these price targets on average within 27 days.