RBC Capital Oracle · ORCL

RBC Capital Reiterates Sector Perform Rating on Oracle (March 11)

Analyst: Rishi Jaluria 1 min read Reproduced verbatim
Rating
Sector Perform
Unchanged
Target
$160
Unchanged
Outcome
Reached
on March 11, 2026
RBC Capital and Oracle logos

What the analyst said

RBC Capital analyst Rishi Jaluria reiterated a Sector Perform rating and $160.00 price target on Oracle (NYSE: ORCL).

“Oracle delivered a solid F3Q26 print, as total revenue accelerated to 22% YoY while cloud revenue accelerated 44%, driven by 81% cc growth in OCI and FY/27 revenue was raised to $90B.

With $29B in contracts signed for BOYH/upfront payment, Oracle is demonstrating its ability to increase capacity without the need for additional financing, which should alleviate some investor concerns.

From here, sustained share appreciation likely depends on demonstrating disciplined funding, margin durability, and a visibile path to FCF recovery. Shares were up 8% AH.”

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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 $115. The 22 analysts who set a target in the last 3 months range from $155 to $400, with a median of $233. This $160 target is 31% below the median.

Since the note ORCL has moved −23% (from $149). 12-month window: day 239 of 365, closes on March 11, 2027.

Track record

This call✓ Target reached on March 11, 2026, 7 days after the note. Same target as this firm’s March 4, 2026 note, so it is scored there.

Firm track recordRBC Capital: 47% of its 17 targets at least a year old were reached within 12 months (#26 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 →

RBC Capital on Oracle

RBC Capital price targets on Oracle

6 calls from January 5, 2026 to September 11, 2026. The target went from $195 to $165 (−15%). The rating stayed Hold.

RBC Capital targetORCL share price
  1. September 11, 2026Target cut from $190 (−13%)Hold$165
  2. June 11, 2026Kept the $190 targetHold$190
  3. June 4, 2026Target raised from $160 (+19%)Hold$190
  4. March 11, 2026 This noteKept the $160 targetHold$160
  5. March 4, 2026Target cut from $195 (−18%)Hold$160
  6. January 5, 2026Earliest call shown$195
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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.