“Narrative Shift…Decades…in the Making” Prompts Guggenheim Push for Oracle (NYSE:ORCL)

Guggenheim loves networking stock Oracle (ORCL) right now. Why? Because something very big could be just around the corner at the networking giant, and Guggenheim thinks it is time to get on board. Investors took the advice to heart and gave Oracle shares a modest boost in Wednesday afternoon’s trading.

Guggenheim analyst John Difucci—who has a five-star rating on TipRanks—took a big step for Oracle, and bolstered the price target an additional $30 per share. That put the new target at $250, and, reports noted, a new high price target on all of Wall Street. Not surprisingly, he kept the Buy rating in place as well.

Difucci expects big things out of Oracle, and not exactly in the long-term. Difucci noted “We believe ORCL is on the precipice of a narrative shift that has been decades of technology innovation in the making.” He tempered the remarks only somewhat, noting, “While the timing of bookings and capacity coming online is less certain, we believe it’s clear that revenues will likely accelerate in a big way in FY26 and FY27….” Just to top it off, Difucci declared that Oracle’s 2029 target of $104 billion in revenue was simply too low.

Hey Buddy, You Wanna Buy Some Defense Tech?

And then, in a move that all but cemented Difucci’s projections, Oracle rolled out what it called the Oracle Defense Ecosystem, a platform designed to give smaller companies a leg up in breaking into Pentagon contracting operations. This is especially handy, especially after the Department of Government Efficiency (DOGE) went through the government’s books and gave smaller companies a better chance to get in and make deals.

Oracle’s vice president of sovereign cloud, Rand Waldron, declared, “It is far too hard to serve the American defense enterprise. We can provide an easy path for these companies to better get access to the defense market.” The old saw about selling shovels in a gold rush comes to mind here, and makes particular sense.

Is Oracle a Buy or Sell?

Turning to Wall Street, analysts have a Moderate Buy consensus rating on ORCL stock based on 20 Buys and 12 Holds assigned in the past three months, as indicated by the graphic below. After a 45.67% rally in its share price over the past year, the average ORCL price target of $208.19 per share implies 1.23% downside risk.

See more ORCL analyst ratings

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