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.

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.

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.

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.

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.

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.

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.

Shared on 07 May 25

Fair value Increased 37%

Shared on 30 Apr 25

Fair value Decreased 1.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 1.98%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 5.51%

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

Shared on 10 Mar 25

Fair value Decreased 6.70%

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

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

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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