Jefferies Lowers Oracle Price Target to $320
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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