Citi Raises Oracle Stock (ORCL) Rating to Buy and Increases Price Target Due to 'Historic' Bookings

Written by Emily J. Thompson, Senior Investment Analyst

ORCL-1.94%

Source: TipRanks

Updated: Sep 10 2025

0mins

Source: TipRanks

Oracle Stock Upgrade: Oracle Corp. received a significant upgrade from Citi analyst Tyler Radke, who raised the stock's price target from $240 to $410, citing strong cloud demand and a "historic" quarter for bookings despite weaker-than-expected Q1 FY26 results.
Analyst Sentiment: Other analysts, including Guggenheim's John Difucci and Bank of America's Bradley Sills, also upgraded Oracle's stock, highlighting strong cash flow expectations and robust demand signals from Oracle Cloud Infrastructure, contributing to a Moderate Buy consensus rating on the stock.

ORCL

$189.85+Infinity%1D

Analyst Views on ORCL

Wall Street analysts forecast ORCL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ORCL is 352.52 USD with a low forecast of 175.00 USD and a high forecast of 415.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

37 Analyst Rating

25 Buy

11 Hold

1 Sell

Moderate Buy

Current: 193.610

Low

175.00

Averages

352.52

High

415.00

Current: 193.610

Low

175.00

Averages

352.52

High

415.00

UBS

Buy

downgrade

$325 -> $280

Al Analysis

2026-01-05

Reason

UBS

Price Target

$325 -> $280

Al Analysis

2026-01-05

downgrade

Buy

Reason

UBS lowered the firm's price target on Oracle to $280 from $325. Oracle's 41% drop from mid-September highs reflects investor concerns about its outlook and OpenAI's impact on related stocks, the analyst tells investors in a research note. Despite this, UBS reaffirms its Buy rating given pending revenue growth, the ramp of Abilene data center capacity, potential reversal of cautious OpenAI sentiment in 1H26, and largely embedded credit/financing risks.

RBC Capital

Rishi Jaluria

Sector Perform

downgrade

$250 -> $195

2026-01-05

Reason

RBC Capital

Rishi Jaluria

Price Target

$250 -> $195

2026-01-05

downgrade

Sector Perform

Reason

RBC Capital analyst Rishi Jaluria lowered the firm's price target on Oracle to $195 from $250 and keeps a Sector Perform rating on the shares. 2026 is likely to be a year when AI tailwinds become more evident for companies well positioned for enterprise AI adoption, while less prepared peers may remain pressured by the "AI is the death of software" narrative, the analyst tells investors in a research note. Enterprise spending appears to be stabilizing and improving in select areas, with GenAI driving innovation even as management teams remain conservative in early 2026 guidance, the firm says.

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Phillip Securities

Buy

downgrade

$350 -> $344

2025-12-14

Reason

Phillip Securities

Price Target

$350 -> $344

2025-12-14

downgrade

Buy

Reason

Phillip Securities lowered the firm's price target on Oracle to $344 from $350 and keeps a Buy rating on the shares. The firm increased its fiscal 2026 capital expenditure forecast for Oracle to $50B from $35B. It remains "bullish on Oracle as a niche OCI provider and a full-stack AI provider."

Goldman Sachs

Kash Rangan

Neutral

downgrade

$320 -> $220

2025-12-12

Reason

Goldman Sachs

Kash Rangan

Price Target

$320 -> $220

2025-12-12

downgrade

Neutral

Reason

Goldman Sachs analyst Kash Rangan lowered the firm's price target on Oracle to $220 from $320 and keeps a Neutral rating on the shares. Oracle's Q2 showed modest revenue and cloud-growth shortfalls alongside sharply higher capex and free cash flow burn, amplifying concerns about financing needs, tenant concentration, and valuation, the analyst tells investors in a research note. Management reiterated FY26 revenue guidance and addressed balance-sheet worries, but the stock's decline reflects softer cloud momentum, a large capex increase without near-term revenue uplift, questions around OpenAI's commitments, and uncertainty about the sustainability of OCI's bring-your-own-chips and leasing mix, the firm says.

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.