Oracle (ORCL) stock is on investors’ radar as a major AI infrastructure company, driven by strong AI-driven cloud revenue growth and bullish guidance. However, ORCL stock remains below its September 2025 peak as investors continue to worry about the company’s debt levels and heavy AI spending. Looking ahead, Wall Street analysts remain bullish on the stock, with a Strong Buy rating and more than 30% upside potential. Here’s what analysts currently expect for ORCL stock.
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On Wall Street, analysts raised their price targets on ORCL stock.
Most recently, Wedbush analyst Daniel Ives raised his price target on Oracle stock to $275 from $225 while maintaining a Buy rating. His new target suggests nearly 45% upside from current levels. Ives believes Oracle is no longer just a traditional enterprise software company trying to compete with hyperscalers. Instead, he sees Oracle evolving into a major AI infrastructure provider, with its cloud business growing faster than many investors currently expect.
Notably, Oracle’s Q3 cloud infrastructure (IaaS) revenue rose 84% year-over-year to $4.9 billion.
Meanwhile, Oppenheimer analyst Brian Schwartz also raised his price target from $210 to $235 and reiterated his Buy rating. Schwartz said strong technology infrastructure spending from Oracle’s biggest customers, partners, and suppliers supports a positive outlook for Oracle. He continues to view Oracle as his top pick.
He expects strong bookings growth in the fourth quarter, supported by commitments from OpenAI, Meta (META), Nvidia (NVDA), and the U.S. federal government. It also expects benefits from Microsoft (MSFT) outsourcing some of its lower-margin AI training business to Oracle.
Who Are the Best Analysts Covering ORCL Stock?
Currently, JPMorgan’s four-star-rated analyst Mark Murphy is the most accurate analyst covering ORCL over the timeframe of three months. He has a 84% success rate and an average return of 9.88% per trade in the last three months. On TipRanks, Murphy ranks #1,735 among more than 12,000 tracked analysts.
In March, Murphy upgraded Oracle stock to Buy from Hold following the company’s fiscal Q3 results.
Murphy said the upgrade was driven by Oracle’s sharp stock decline since September and signs that the company is successfully accelerating its growth. According to the analyst, investor sentiment around Oracle has shifted from strong optimism to broader pessimism over whether the company can achieve its long-term fiscal 2030 targets. However, he believes this pessimism has improved the stock’s risk-reward profile.
Is ORCL Stock a Buy, Sell, or Hold?
Oracle currently carries a Strong Buy consensus rating on TipRanks, based on 28 Buys and five Holds assigned in the last three months. The average 12-month price target for ORCL is $248.82, implying an upside of over 30% from the current share price.
