TD Cowen Oracle · ORCL

TD Cowen Reiterates Buy Rating on Oracle (March 11)

Analyst: Derrick Wood 1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$250
Unchanged
Upside
+115%
ORCL at $116 today
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What the analyst said

TD Cowen analyst Derrick Wood reiterated a Buy rating and $250.00 price target on Oracle (NYSE: ORCL).

“ORCL beat on revs/EPS, w/ OCI and EBIT growth both meaningfully accelerating & topping Street ests. New pre-pay & BYOC frameworks offer a new debt-free growth lever.

Consistent w/ our checks, capacity builds are accelerating, driving ORCL to raise FY27 rev guide by ~$1b.

Shares +9% on better than feared results & we see this print as a turning point for the stock. Reiterate Buy & $250 PT.

Expectations had been tempered into the qtr, and a clean beat drove shares +9% AH.

New pre-pay & BYOC & frameworks enable further growth w/o extra capital requirements or departure from IG credit rating.

At an ~18x CY27E P/E in AH, we see ample room for shares to re-rate higher as ORCL continues to execute on growth acceleration. Reiterate Buy & PT of $250 (~27.5x CY27E P/E).”

Disclaimer
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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 $250 target is 8% above the median.

Since the note ORCL has moved −22% (from $149). 12-month window: day 241 of 365, closes on March 11, 2027.

Track record

This callOpen: ORCL has not reached $250 yet. This 12-month target is scored on March 6, 2027. Same target as this firm’s March 6, 2026 note, so it is scored there.

Firm track recordTD Cowen: 83% of its 36 targets at least a year old were reached within 12 months (#5 of 26 firms). Accuracy ranking →

Earnings reactionOne of 16 notes after Oracle’s Mar 10 results: 4 raised · 2 cut · 8 kept. See every call →

TD Cowen on Oracle

TD Cowen price targets on Oracle

6 calls from March 6, 2026 to September 9, 2026. The target went from $250 to $240 (−4%). The rating stayed Buy.

TD Cowen targetORCL share price
  1. September 9, 2026Kept the $240 targetBuy$240
  2. September 1, 2026Target cut from $300 (−20%)Buy$240
  3. June 11, 2026Kept the $300 targetBuy$300
  4. June 8, 2026Target raised from $250 (+20%)Buy$300
  5. March 11, 2026 This noteKept the $250 targetBuy$250
  6. March 6, 2026Earliest call shownBuy$250
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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.