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Enterprise AI And Cloud Migration Will Unlock Digital Transformation

Published
17 Jul 24
Updated
04 Sep 25
AnalystConsensusTarget's Fair Value
US$253.13
15.4% overvalued intrinsic discount
10 Sep
US$292.18
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1Y
80.3%
7D
25.5%

Author's Valuation

US$253.1

15.4% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Sep 25
Fair value Increased 3.61%

Analysts highlight Oracle's accelerating AI-driven growth, bolstered by major cloud contracts and robust application demand, though some caution over valuation as these positives appear priced in—leaving the consensus price target unchanged at $244.31. Analyst Commentary Bullish analysts point to Oracle's emergence as a structural winner in artificial intelligence, with unique OCI architecture driving a surge in AI-related demand and a pronounced inflection in growth.

Shared on07 May 25
Fair value Increased 37%

Shared on30 Apr 25
Fair value Decreased 1.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 1.98%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 5.51%

AnalystConsensusTarget has increased revenue growth from 13.5% to 15.5%.

Shared on10 Mar 25
Fair value Decreased 6.70%

AnalystConsensusTarget has increased future PE multiple from 34.3x to 38.2x.