Oracle Corp (NYSE:ORCL, XETRA:ORC) is approaching its fiscal fourth-quarter earnings with analyst expectations running high, as cloud infrastructure growth looks poised to reaccelerate on the back of AI-driven demand and easing capacity constraints. Jefferies analysts maintained a Buy rating and $320 price target on the stock ahead of the print, citing what they describe as a strong "Mardi Gras" setup for Oracle's seasonally important Q4.