Piper Sandler defends Oracle ahead of earnings, sees $2.2bn OCI revenue upside

July 6, 2026 · High impact · Updated Jul 20, 2026

Piper Sandler has issued a positive outlook on Oracle (ORCL) ahead of its earnings report, specifically highlighting a potential $2.2 billion upside in Oracle Cloud Infrastructure (OCI) revenue. This suggests analyst confidence in Oracle's cloud growth trajectory.

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