(ORCL) stock has fallen 23.5% over the past month and is down 11.6% over the last year, though it managed a 1.2% gain in the past week. Wall Street’s analysts are strongly bullish, forecasting a move toward a 12‑month price target of $289.62 from the last close at $156.59.
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Analyst Gil Luria upgraded Oracle shares to Buy on February 9, 2026, setting a price target of $180, implying notable upside from recent levels. Luria bases this call on a contrarian, positive view of OpenAI and its broader ecosystem, seeing today’s bearish sentiment as an opportunity to “go all in” on OpenAI and its orbit.
Luria argues that OpenAI likely has funding secured for at least the next two years, citing efforts by Sam to raise about $100 billion on top of $20–40 billion already on hand. In his view, this fresh capital should allow OpenAI to meet its obligations, including those tied to Oracle, and eventually reassert itself as Google’s top challenger in AI.
The analyst also believes the market is overlooking Oracle’s connection to TikTok USA, estimating that stake could be worth roughly $9 billion and anchors an important Oracle Cloud Infrastructure customer. At around $143, he estimates the market is valuing Oracle’s core software at 18 times earnings while giving little to no credit to OCI and the AI buildout investors once valued near $400 billion.
Luria emphasizes that Oracle still carries risk, with a stretched balance sheet and a need for strong execution, but he expects OpenAI’s fundraising to act as a near‑term catalyst for the stock. This N‑star analyst ranks 1769 out of 12061 on TipRanks, with a 48.44% success rate and an average return of 8.4% per rating. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.