UBS lowered the firm’s price target on Oracle (ORCL) 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.
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