Jefferies Oracle · ORCL

Jefferies Lowers Oracle Price Target to $320

Analyst: Brent Thill 1 min read Reproduced verbatim
Rating
Buy
Target
$320
from $400 (−20%)
Upside
+176%
ORCL at $116 today
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What the analyst said

Jefferies analyst Brent Thill lowered the price target on Oracle (NYSE: ORCL) to $320.00 (from $400.00) while maintaining a Buy rating.

“We believe the market may be overlooking ORCL’s upside potential and growth catalysts even ex-OAI.

Our partner survey shows rising AI optimism, with AIdriven tailwinds contributing more to pipeline and CY26 expectations than F3Q growth.

For F3Q, we see key bogeys at 86% OCI growth, 42% op margin, and ~ $18B in net RPO adds.

We see asymmetric risk-reward, though we lower our PT to $320 to reflect more prudent assumptions around OAI and margins. Maintain Buy.”

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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 $116. The 22 analysts who set a target in the last 3 months range from $155 to $400, with a median of $233. This $320 target is 38% above the median.

Since the note ORCL has moved −24% (from $152). 12-month window: day 247 of 365, closes on March 5, 2027.

Track record

This callOpen: ORCL has not reached $320 yet. This 12-month target is scored on March 5, 2027.

Firm track recordJefferies: 62% of its 21 targets at least a year old were reached within 12 months (#23 of 26 firms). Accuracy ranking →

Jefferies on Oracle

Jefferies price targets on Oracle

4 calls from January 5, 2026 to September 2, 2026. The target went from $400 to $290 (−28%). The rating stayed Buy.

Jefferies targetORCL share price
  1. September 2, 2026Target cut from $320 (−9%)Buy$290
  2. March 10, 2026Kept the $320 targetBuy$320
  3. March 5, 2026 This noteTarget cut from $400 (−20%)Buy$320
  4. January 5, 2026Earliest call shownBuy$400
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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.