ORACLE CORP: BOFA GLOBAL RESEARCH RESUMES COVERAGE WITH A BUY RATING AND TARGET PRICE OF $200
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 24 2026
0mins
Should l Buy ORCL?
Source: moomoo
Oracle Corporation Update: Oracle has received a buy rating from BofA Global Research, indicating positive sentiment towards the company's stock.
Price Target: The objective price set for Oracle's stock is $200, suggesting potential growth for investors.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 143.170
Low
180.00
Averages
309.59
High
400.00
Current: 143.170
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- AI-Driven Decision Support: With embedded AI and advanced analytics, Oracle's supply chain planning solutions enhance forecast accuracy and optimize supply and production decisions, enabling customers to respond to market changes in real-time and gain a competitive edge.
- Real-Time Analysis and Optimization: The platform's real-time analytical capabilities allow organizations to dynamically adjust inventory and production schedules, maximizing service levels and minimizing risks, ensuring swift action in the face of supply chain disruptions.
- Collaboration and Integration Capabilities: Oracle's unified platform enhances visibility and coordination among customers, manufacturers, and suppliers, enabling more effective collaboration across the supply chain network and driving business agility and adaptability.
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See More
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- Industry Leadership: Oracle has been named a Leader in the 2026 Gartner Magic Quadrant for Supply Chain Planning Solutions for both Discrete and Process Industries, showcasing its exceptional performance in Ability to Execute and Completeness of Vision, thereby solidifying its competitive edge in the market.
- Intelligent Supply Chain Solutions: Oracle's Supply Chain Planning solution incorporates built-in AI and advanced analytics, enabling customers to enhance forecast accuracy and optimize supply and production decisions, which allows for rapid responses to market fluctuations and maintains a competitive advantage.
- Navigating Market Volatility: As manufacturers face unprecedented shifts in demand signals and ongoing supply disruptions, Oracle's solutions empower organizations to turn complexity into a competitive advantage, enhancing their adaptability in a rapidly changing market environment.
- Comprehensive Integrated Platform: Oracle Cloud SCM offers a unified AI-powered platform that integrates supply chain and operations processes, helping organizations enhance resilience and quickly adapt to market changes, further driving their digital transformation efforts.
See More
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- Ceasefire Agreement Reached: President Trump announced a two-week ceasefire with Iran, leading to a positive market reaction as equity markets surged, particularly with Dow futures gaining over 1,000 points, indicating strong investor optimism.
- Oil Prices Plummet: Following the ceasefire announcement, both Brent and WTI crude oil prices fell below $100 per barrel, reflecting market expectations for reduced geopolitical tensions and potentially stabilizing the global energy market.
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See More
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- Cloud Infrastructure Revenue Growth: In the fiscal third quarter of 2026, Oracle's cloud infrastructure revenue surged 84% year-over-year to $4.9 billion, indicating that its AI investments are beginning to yield substantial returns, even as the market remains cautious about its long-term performance.
- Significant Backlog Increase: The company's remaining performance obligations increased by 325% year-over-year to $553 billion, reflecting strong customer demand for Oracle's AI solutions, although some orders may not materialize as expected.
- Attractive Stock Valuation: Despite a 55% drop from its 52-week high, Oracle's price-to-earnings and price-to-sales ratios are both below their five-year averages, suggesting that long-term investors may find the current stock price relatively cheap and worth considering given the growth potential of its AI business.
See More
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- Debt Surge: Oracle's long-term debt has surged approximately 66% since the beginning of 2025, reflecting the company's substantial upfront investments in AI infrastructure, which, while concerning to investors, demonstrates its commitment to new technology.
- Cloud Infrastructure Growth: In the fiscal third quarter of 2026, Oracle's cloud infrastructure revenue rose 84% year-over-year to $4.9 billion, indicating that its investments in AI are beginning to yield tangible returns and strengthening its position in a competitive market.
- Backlog Explosion: Oracle's remaining performance obligations increased by 325% year-over-year to $553 billion, showcasing strong customer demand for its AI solutions; while the realization of this backlog remains uncertain, it signals robust market confidence in Oracle.
- Stock Price Decline: Despite positive reception of Oracle's AI efforts within the tech sector, the stock has fallen 55% from its 52-week high, bringing its price-to-earnings and price-to-sales ratios below their five-year averages, potentially presenting a more attractive buying opportunity for long-term investors.
See More
