ORCL - Oracle's cloud business seen as 'the driver' of Q3 results

Oracle (NYSE:ORCL) is set to report fiscal third-quarter results after Thursday's market close, and investment firm Moness, Crespi, Hardt noted the business software giant is likely to show that its cloud transition is still its major growth driver. Analyst Brian White, who has a buy rating on and $125-a-share price target on Oracle's (ORCL) stock, said the company "offers investors a high-quality, value play with the opportunity to capitalize on the company’s cloud transformation and increasingly attractive model," but the pending acquisition of Cerner (NASDAQ:CERN) has put a damper on enthusiasm.  "We look for management to better articulate its vision for Oracle (ORCL) in the healthcare vertical and discuss the road ahead," White wrote in a note to clients, adding that because Oracle (ORCL) has a "very different" business model than Cerner (CERN), there has been some recent consternation among investors. As it pertains to the quarter as a whole,

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Oracle's cloud business seen as 'the driver,' of Q3 results