Shared on 22 Jul 26

Fair value Increased 2.50%

ORCL: AI Backlog And Data Center Buildout Will Drive Future Upside

Oracle’s cloud growth story now leans even more on a swelling AI order backlog and an aggressive data-center buildout, even as some analysts worry those investments won’t pay off quickly. The update also highlights new government and enterprise deals alongside rising scrutiny over costs, financing needs, and near-term profitability.

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Shared on 08 May 26

Fair value Decreased 0.72%

ORCL: AI Data Center Financing And Capacity Execution Will Drive Future Upside

Oracle's updated analyst price target edges slightly lower to $242.10 from $243.87, as analysts factor in modestly higher long term revenue growth and profit margins, along with a reduced future P/E multiple after a mix of recent target cuts, upgrades and reassessments following the fiscal Q3 report and subsequent share selloff. Analyst Commentary Recent Street research around Oracle clusters into two camps, with bullish analysts focusing on execution around cloud, AI and large revenue targets, and bearish analysts highlighting valuation reset, capital intensity and margin questions.

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Shared on 20 Apr 26

Fair value Decreased 4.48%

ORCL: AI Data Center Expansion And Financing Will Drive Future Upside

Analysts have trimmed the Oracle price target by about $11 to reflect slightly higher discounting, lower projected profit margins and a modestly lower future P/E multiple, even as revenue growth expectations are supported by recent Q3 beats, raised long term revenue goals and broadly constructive research commentary. Analyst Commentary Street research on Oracle clusters around strong Q3 execution, rising long term cloud ambitions and a reset in valuation assumptions after a sharp selloff.

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Shared on 09 Mar 26

Fair value Decreased 6.44%

ORCL: AI Data Center Buildout And Bond Financing Will Drive Upside

Our updated analyst price target for Oracle moves lower by about $17 to $255, as analysts trim valuation multiples and P/E assumptions while still highlighting AI driven growth in database, SaaS and infrastructure as key supports for the long term story. Analyst Commentary Street research around Oracle has shifted to lower price targets, but most firms still frame the stock as an AI beneficiary with a long runway in cloud infrastructure, databases and applications.

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Shared on 23 Feb 26

Fair value Decreased 6.25%

ORCL: AI Infrastructure Buildout And Debt Funding Will Drive Future Upside

Analysts have trimmed their average price targets on Oracle by around $20 to $30. The changes reflect recent rating adjustments and revised expectations for fair value, discount rate, revenue growth, profit margins, and future P/E assumptions.

144 views

Shared on 11 Jan 26

Fair value Decreased 15%

ORCL: AI Infrastructure Demand And Data Center Buildout Will Drive Future Upside

Analysts have trimmed their price targets on Oracle, cutting our fair value estimate by about US$51 to US$291.08. They are factoring in concerns around the concentration of recent RPO growth in the OpenAI commitment, higher investment needs that may pressure margins, and a lower future P/E multiple, despite still robust expectations for cloud and AI driven revenue growth.

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Shared on 29 Nov 25

Fair value Decreased 0.51%

ORCL: Accelerating AI Demand Will Drive Large-Scale Data Center Expansion Ahead

Oracle's analyst price target has edged down modestly to $342 from $344, as analysts cite ongoing questions around cloud contract quality, margin pressures from heavy AI investments, and evolving customer demand trends as factors moderating their outlook. Analyst Commentary Analysts remain divided in their outlook for Oracle, with perspectives shaped by the company's recent cloud momentum, ambitious AI initiatives, and evolving leadership structure.

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Shared on 15 Nov 25

ORCL: Expanding Data Center Investments Will Drive Accelerated AI Infrastructure Momentum

Oracle's analyst price target has risen modestly, with analysts citing continued momentum in cloud and AI infrastructure. However, there are concerns over sustained margin pressure from heavy investment.

295 views

Shared on 01 Nov 25

Fair value Decreased 0.0092%

Oracle's analyst price target saw a modest increase, rising by $10 to $360. Analysts pointed to continued strength in AI infrastructure demand and the company’s ability to accelerate earnings growth through fiscal 2028.

138 views

Shared on 17 Oct 25

Fair value Increased 3.17%

Oracle's analyst price target has recently increased by approximately $10. This change reflects heightened confidence in the company's ability to capture AI infrastructure growth, as analysts cite strong revenue momentum and ongoing demand outpacing supply.

10 views

Shared on 19 Sep 25

Fair value Increased 32%

Analysts have sharply raised Oracle’s price target to $333.49, citing explosive AI-driven cloud demand, record RPO growth, and transformative multi-billion-dollar contracts powering long-term revenue and profitability expectations. Analyst Commentary Bullish analysts cite explosive growth in Oracle's cloud business driven by record-breaking AI-related bookings, with remaining performance obligations (RPO) surging 359% year-over-year to $455B and expectations to exceed $500B in coming quarters.

5 views

Shared on 04 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.

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Shared on 07 May 25

Fair value Increased 37%

5 views

Shared on 30 Apr 25

Fair value Decreased 1.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 23 Apr 25

Fair value Decreased 0.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

7 views

Shared on 16 Apr 25

Fair value Decreased 1.98%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

7 views

Shared on 09 Apr 25

Fair value Decreased 0.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

2 views

Shared on 02 Apr 25

Fair value Decreased 0.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

10 views

Shared on 26 Mar 25

Fair value Increased 0.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

4 views

Shared on 19 Mar 25

Fair value Decreased 5.51%

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

3 views

Shared on 10 Mar 25

Fair value Decreased 6.70%

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

1 view

ORCL: Accelerating AI Cloud Demand Will Drive Upside Through Major Multi-Year Contracts

ORCL: AI Backlog And Data Center Buildout Will Drive Future Upside

ORCL: AI Data Center Financing And Capacity Execution Will Drive Future Upside

ORCL: AI Data Center Expansion And Financing Will Drive Future Upside

ORCL: AI Data Center Buildout And Bond Financing Will Drive Upside

ORCL: AI Infrastructure Buildout And Debt Funding Will Drive Future Upside

ORCL: AI Infrastructure Demand And Data Center Buildout Will Drive Future Upside

ORCL: Accelerating AI Demand Will Drive Large-Scale Data Center Expansion Ahead

ORCL: Expanding Data Center Investments Will Drive Accelerated AI Infrastructure Momentum

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