BofA Securities Reinstates Oracle at Buy

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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