1254 ET - Oracle is poised to significantly accelerate growth, which should help Wall Street's deteriorating confidence in the company to turn, UBS analysts say in a note. "There is nothing like a marked growth rate acceleration to quiet investor concerns," the analysts say. Even when discounting Oracle's revenue guidance, which forecasts growth will accelerate from 16% in fiscal 2026 to 33% and 46% in the following years, the company is "just one quarter into what could be the biggest growth acceleration story in all of tech," they say. The narrative around Oracle could also change with increased confidence in the ramp up in Abilene data center capacity and in lenders' appetite to fund the AI build out, as well as further transparency from Oracle about its financing needs, they say.(kelly.cloonan@wsj.com)
(END) Dow Jones Newswires
January 05, 2026 12:54 ET (17:54 GMT)
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