The market impulse clearly moved at the end of February as S&P 500 NYSEARCA: Spy I started selling. The shift is caused by increased uncertainty associated with Trump’s tariffs and a change in politics, and a growing risk of recession. The conclusion for investors is that the basics have not changed for many companies with blue chips; This is what investors should concentrate on: Blue Chip with quality foundations. The basics for companies in this list include the growth of organic business, the demand for products and services, as well as a wide margin sufficient to maintain balance and capital income.
Oracle says: AI cloud growth will be supported and accelerated in 2025
Oracle’s NYSE: OrCl The results of the FQ3 left what was desired compared to consensus forecasts, which was reported by Marketbeat. In addition, the results showed constant growth in key segments and came with prospects to accelerate in 2025 and again in 2026. Critical details include two -digit growth in the cloud infrastructure segment and the rapidly growing demand from the hypernstaters, such as Google, Amazon and Microsoft. As for the cloud, Oracle plans to double its power by the end of the year and will probably continue to create its own empire of data processing centers in the next financial period. At this pace, he should get a market share in the cloud, and the chances are high that the leadership is careful.
Other appropriate details from the Oracle FQ3 release are a positive cash flow, a growing balance of money and a sharp increase in share capital. Joint -stock capital almost doubled, helping a significant reduction in the lever. The debt coefficient remains increased, but decreased to 5 -fold capital with 8x, improving the financial prospects of the company. This forecast includes the distribution of dividends, which was increased by 25% for F2026. A new payment costs about 1.35% with shares of about $ 150 and probably again grow at the end of the year. After the announcement, analysts drop their expectations of promotions, but remain persistent in their optimistic rating and predict at least 18% of growth compared to minimums on March 11.
CostCo heads the package: special dividends are in the forecast
Despite the solid foundations, costco NASDAQ: cost The price of shares also fights in mid -March. The FQ2 income report was stuck in the forecasts of analysts, but the bar was set at a high level, and the results are strong, so weakness should be overlooked. The conclusions include excellent Costco colleagues, growing by 9%, acquire a market share and an increase in the balance of money, which is significant. Costco has a story for the payment of significant special dividends, when its balance of money is approaching 18 billion dollars, and by the end of next year it should reach this figure.
The analyst’s answer deserves attention, including numerous price increase, which more than compensate for a single decrease in the target price price price issued by Loop Capital. Despite this, Loop Capital reduced the target price of 1135 US dollars, levens with an increase in the target price price price in the sense that it is much higher than the consensus reported by Marketbeat. Consensus predicts 10% growth from world minimums in early March; Loop $ 1135 traffic for a target target adds 10%.
The carZon is in the zone
AUTOZON NYSE: Available Located in the zone, expands its business in retail and commercial segments. The results of the FQ2 became shy assessments, but, as in the case of Costco, the power in the eyes of the watchman. In addition to coolness, the company increased revenue by 2.3% and withstood a solid profit. The income was sufficient to maintain the balance of health, prospects for the growth and return of capital, which completely redeems the share.
The ransom of shares is an important factor in AZO at the price of shares. They aggressively reduce the number of shares, about 3.2% per quarter and 3.9% per year, in addition to a decrease in the average level published in the previous year.
Autozone analysts raise their price targets in response to the news. According to consensus estimates, a low unambiguous increase is predicted compared to critical support levels, but over the past year it has increased by 22%, while recent changes lead to a range from 3800 to $ 4,000.
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