Street View: Oracle's growth outlook optimistic despite recent misses

** Oracle ORCL.N CEO Safra Catz on Monday projected strong growth for fiscal 2026 and 2027, driven by surging demand for advanced AI computing

** Shares of cloud service provider down 2.7% at $144.85 premarket

CRACKING THE CODE OF REVENUE GROWTH

** J.P.Morgan ("neutral," PT: $135) says co's bookings trajectory is impressive, but is concerned about delays in AI projects and their impact on operating margins

** Barclays ("overweight," PT: $202) says results are mixed due to seasonal factors and component delays, highlights significant surge in Remaining Performance Obligations (RPO), indicating strong future revenue potential

** Jefferies ("buy," PT: $220) is optimistic about co's cloud growth and outlook, highlighting RPO acceleration and increased capex, despite recent revenue misses

** RBC ("sector perform," PT: $145) sees continued capacity constraints hindering growth acceleration, making co's revenue growth outlook seem "aspirational"