Oracle shares hit record high as AI cloud demand propels revenue forecast

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Oracle (ORCL) PT Raised to $220 at Jefferies

June 13, 2025 12:36 PM EDT

Jefferies analyst Brent Thill raised the price target on Oracle (NYSE: ORCL) to $220.00 (from $200.00) while maintaining a Buy rating.

The analyst comments "ORCL beat high RPO expectations with 41% growth and FY26 guide of 100%+ growth (not incl. Stargate), reinforcing the breadth of... More

Oracle (ORCL) PT Raised to $170 at DA Davidson

June 12, 2025 8:28 AM EDT

DA Davidson analyst Gil Luria raised the price target on Oracle (NYSE: ORCL) to $170.00 (from $140.00) while maintaining a Neutral rating.

The analyst comments "Oracle reported $15.9B of total revenue in F4Q25 growing 11% Y/Y in constant currency, an acceleration from the previous quarter. Similar to the past several quarters, Oracle Cloud Infrastructure (OCI) continues to be a significant driver of Oracle's reacceleration into now low double-digits growth. During the quarter, OCI grew 62%, a notable acceleration from the 51% growth that was reported in the previous quarter, which was primarily driven by demand for AI... More

Morgan Stanley on Oracle (ORCL): 'we remain on the sidelines seeking external validation points'

June 12, 2025 6:59 AM EDT

Morgan Stanley analyst Keith Weiss reiterated an Equalweight rating and $175.00 price target on Oracle (NYSE: ORCL).

The analyst comments "Talking a Big Game, Do the Numbers Back it Up? After a Q3 print where mixed execution in the quarter left investors under-appreciating a massive $33 billion increase in remaining performance obligation (RPO), in Q4 investors appear willing to overlook a relatively in-line print and limited backlog build RPO up just $8 billion or +6% QoQ versus a 5-year average of +17% QoQ as management presented a remarkably positive view on growth into FY26. After decelerating to 41%... More