What the analyst said

BofA Securities analyst Tal Liani reinstated coverage on Oracle (NYSE: ORCL) with a Buy rating and a price target of $200.00.

“We are reinstating coverage of Oracle (ORCL) with a Buy rating and a $200 PO (~30% upside potential), reflecting a balanced view of accelerating AI infrastructure demand against the timing, concentration, and capital requirements of Oracle’s transformation.

Oracle has large revenue potential ahead, supported by $553bn in RPO tied to long duration AI training and cloud infrastructure commitments.

This provides solid visibility for a meaningful growth opportunity, but the company will need to demonstrate it can deliver capacity, convert long-dated contracts into revenues, and manage a capital intensive buildout.”

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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 $200 target is 14% below the median.

Since the note ORCL has moved −25% (from $154). 12-month window: day 226 of 365, closes on March 24, 2027.

Track record

This call✓ Target reached on May 28, 2026, 2 months after the note.

Firm track recordBank of America: 80% of its 50 targets at least a year old were reached within 12 months (#10 of 26 firms). Accuracy ranking →

Bank of America on Oracle

Bank of America price targets on Oracle

2 calls from March 24, 2026 to June 9, 2026. The target went from $200 to $240 (+20%). The rating stayed Buy.

Bank of America targetORCL share price
  1. June 9, 2026Target raised from $200 (+20%)Buy$240
  2. March 24, 2026 This noteEarliest call shownBuy$200
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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.