UBS Oracle · ORCL

UBS Lowers Oracle Price Target to $280

Analyst: Karl Keirstead 1 min read Reproduced verbatim
Rating
Buy
Target
$280
from $325 (−14%)
Upside
+143%
ORCL at $115 today
UBS and Oracle logos

What the analyst said

UBS analyst Karl Keirstead lowered the price target on Oracle (NYSE: ORCL) to $280.00 (from $325.00) while maintaining a Buy rating.

“The -41% correction in Oracle shares off the mid-Sept highs reflects a material deterioration in investor confidence in both Oracle’s outlook as well as OpenAI’s, weighing on the entire “OpenAI complex” of stocks.

In this note we step back and hit refresh on the Oracle story, addressing each of the key investor debates.

Bottom line, we reaffirm our Buy rating in light of the material pending revs growth acceleration and ramp of Abilene data center capacity, the potential that the cautious OpenAI narrative begins to reverse in 1H26 and our view that the credit/financing risks are now largely embedded in the stock.”

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

ORCL trades at $115. The 22 analysts who set a target in the last 3 months range from $155 to $400, with a median of $233. This $280 target is 20% above the median.

Since the note ORCL has moved −41% (from $196). 12-month window: day 304 of 365, closes on January 5, 2027.

Track record

This callOpen: ORCL has not reached $280 yet. This 12-month target is scored on January 5, 2027.

Firm track recordUBS: 81% of its 53 targets at least a year old were reached within 12 months (#9 of 26 firms). Accuracy ranking →

UBS on Oracle

UBS price targets on Oracle

6 calls from January 5, 2026 to September 11, 2026. The target went from $280 to $250 (−11%). The rating stayed Buy.

UBS targetORCL share price
  1. September 11, 2026Target raised from $245 (+2%)Buy$250
  2. August 6, 2026Target cut from $285 (−14%)Buy$245
  3. June 2, 2026Target raised from $250 (+14%)Buy$285
  4. April 7, 2026Kept the $250 targetBuy$250
  5. February 2, 2026Target cut from $280 (−11%)Buy$250
  6. January 5, 2026 This noteEarliest call shownBuy$280
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Other analysts on Oracle

ScotiabankBuy Cut price target −5%, kept rating Oct 29 $205from $215 GuggenheimBuy Kept rating and price target Oct 29 $400maintained OppenheimerBuy Kept rating and price target Oct 29 $275maintained BairdBuy Kept rating and price target Oct 29 $215maintained Melius ResearchBuy Kept rating and price target Oct 29 $170maintained
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.