UBS Lowers Oracle Price Target to $280
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.”
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