Oracle (NYSE:ORCL) Price Target Raised to $210.00

Oracle (NYSE:ORCL) had its price objective increased by research analysts at Oppenheimer from $185.00 to $210.00 in a report released on Wednesday. The firm presently has an “outperform” rating on the enterprise software provider’s stock. Oppenheimer’s price target indicates a potential upside of 40.36% from the stock’s previous close.

A number of other equities analysts have also recently commented on the company. Royal Bank Of Canada reduced their price target on Oracle from $195.00 to $160.00 and set a “sector perform” rating for the company in a report on Wednesday, March 4th. Barclays dropped their price objective on Oracle from $310.00 to $230.00 and set an “overweight” rating on the stock in a research note on Monday. BMO Capital Markets cut their price objective on Oracle from $270.00 to $205.00 and set an “outperform” rating for the company in a research report on Wednesday, February 4th. Deutsche Bank Aktiengesellschaft decreased their target price on Oracle from $375.00 to $300.00 and set a “buy” rating on the stock in a report on Monday. Finally, Guggenheim restated a “buy” rating and issued a $400.00 price target on shares of Oracle in a research note on Thursday, December 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Oracle currently has an average rating of “Moderate Buy” and a consensus target price of $272.94.

Oracle Stock Performance

Shares of ORCL stock opened at $149.62 on Wednesday. The stock has a market cap of $429.87 billion, a P/E ratio of 28.12, a P/E/G ratio of 1.33 and a beta of 1.66. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. The company has a fifty day moving average price of $167.90 and a two-hundred day moving average price of $219.44. Oracle has a one year low of $118.86 and a one year high of $345.72.

Oracle (NYSE:ORCL) last released its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, topping the consensus estimate of $1.71 by $0.08. The company had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. Oracle had a net margin of 25.28% and a return on equity of 70.60%. Oracle’s revenue for the quarter was up 21.7% compared to the same quarter last year. During the same period in the previous year, the business earned $1.47 EPS. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities analysts predict that Oracle will post 5 EPS for the current year.

Insider Transactions at Oracle

In related news, Director Naomi O. Seligman sold 2,223 shares of Oracle stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total transaction of $437,064.03. Following the completion of the sale, the director directly owned 25,596 shares of the company’s stock, valued at approximately $5,032,429.56. This trade represents a 7.99% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Mark Hura sold 15,000 shares of the business’s stock in a transaction on Wednesday, December 24th. The shares were sold at an average price of $196.89, for a total value of $2,953,350.00. Following the completion of the sale, the insider owned 234,077 shares of the company’s stock, valued at $46,087,420.53. This trade represents a 6.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 72,223 shares of company stock valued at $13,689,064. 40.90% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Oracle

A number of institutional investors have recently modified their holdings of ORCL. HFM Investment Advisors LLC raised its stake in Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock worth $25,000 after purchasing an additional 96 shares in the last quarter. Basepoint Wealth LLC acquired a new position in shares of Oracle during the 4th quarter worth approximately $26,000. Winnow Wealth LLC acquired a new position in shares of Oracle during the 2nd quarter worth approximately $28,000. Cornerstone Financial Management LLC bought a new position in shares of Oracle during the fourth quarter worth approximately $28,000. Finally, FSA Wealth Management LLC bought a new position in shares of Oracle during the third quarter worth approximately $28,000. Institutional investors own 42.44% of the company’s stock.

Oracle News Roundup

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Q3 beat, strong cloud growth and raised FY‑27 revenue outlook — Oracle topped revenue and EPS estimates (Q3 revenue $17.19B, EPS $1.79), cloud revenue rose ~44%, and management raised fiscal‑2027 revenue guidance to $90B, which eased concerns about return on its AI investments. Reuters: Oracle rallies as strong revenue forecast eases concerns
• Positive Sentiment: Massive backlog signals multiyear AI demand — Oracle disclosed Remaining Performance Obligations (RPO) around $553B, indicating sustained demand for AI data centers and cloud capacity that supports long‑term revenue visibility. TipRanks: $553B backlog
• Positive Sentiment: Customer & partner momentum — Management name‑checked AI hardware partners (including Cerebras) and highlighted expanding enterprise wins (e.g., TikTok U.S. business), reinforcing Oracle’s position in the AI infrastructure stack. CNBC: Cerebras named by Oracle
• Neutral Sentiment: Dividend and shareholder communications — Oracle announced a $0.50 quarterly dividend (ex‑div Apr 9), a modest yield that is unlikely to move the stock materially but supports income investors.
• Neutral Sentiment: Mixed analyst moves — Some banks trimmed price targets after the release but many kept constructive ratings; sentiment is varied as analysts balance acceleration in cloud revenue against financing risks.
• Negative Sentiment: Huge capex, rising debt and cash‑flow strain — Oracle is funding a $50B+ AI data‑center buildout, pushing debt above ~$100B and producing sharply negative free cash flow (cited concerns that spending is compressing near‑term margins). These financial strains are the main downside risk. Fortune: free cash flow crunch CNBC: debt/financing concerns
• Negative Sentiment: Legal noise — Multiple securities‑class‑action alerts and firm filings were announced after the quarter, creating potential legal overhang and distraction for management. GlobeNewswire: class action alerts
• Negative Sentiment: Macro/geopolitical market focus — Broader market attention on oil and the Iran conflict is keeping investors’ eyes off company fundamentals at times; energy and rate moves can amplify volatility in tech names like ORCL. Barron’s: Oracle vs. Iran / market context

About Oracle

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.