UBS Highlights Oracle’s $810M Sequential Cloud Adds, Hosts Brown-Forman Conference
UBS analysts highlighted Oracle’s Q3 revenue of $17.2 billion and record $810 million sequential cloud dollar adds, reiterating a Buy rating with a $250 price target. UBS also hosted Brown-Forman at its Global Consumer and Retail Conference, underscoring its investment banking fee-generation through corporate events.
1. UBS Analysts React to Oracle Q3 Results
UBS research team noted Oracle’s fiscal third-quarter revenue of $17.2 billion, up 22% year-over-year, driven by an $810 million sequential addition in cloud infrastructure dollar adds. Analysts maintained a Buy rating with a $250 price target, citing 15–20% expected EPS growth, attractive 23x CY26 non-GAAP EPS valuation and manageable capex step-down into the final quarter.
2. UBS Hosts Global Consumer Conference Featuring Brown-Forman
UBS recently convened its Global Consumer and Retail Conference, where Brown-Forman presented strategic updates on brand performance, portfolio expansions and market positioning. The event highlighted UBS’s role in generating advisory and underwriting fees through curated corporate presentations and peer networking platforms.