Bernstein SocGen Group Reiterates Outperform Rating on Oracle

March 30, 2026 Analyst: Mark L. Moerdler 1 min read Reproduced verbatim

Rating: Outperform; Unchanged
Target: $319; Unchanged
Upside: +175%; ORCL at $116 today

What the analyst said

Bernstein SocGen Group analyst Mark L.

Moerdler reiterated an Outperform rating and $319.00 price target on Oracle (NYSE: ORCL).

“The story is better than we thought, with better upside potential; Oracle is generating more in bound than most of our coverage as investors try to understand the opportunity.

ORCL delivered solid Q3 results and guide, helping dispel some investor concern. But questions continue around the value of its massive datacenter build out and its customer concentration.

Today’s note builds on prior research to lay out how ORCL’s economics are better than we initially thought.

As investor concern has grown that AI will disrupt software, we think Oracle should be one of the go-to investment names given its AI datacenter business and its core database business, which should also be an AI winner.

We believe as more data validates the quality of the business, that perspective will change.

While today’s note is not intended to answer questions that only time and strong execution will, it should show that Oracle is building a far more valuable business for its investors.”

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Where the price stands

This target$319Highest$400Lowest$155Today$116Median$233At the note$140

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 $319 target is 37% above the median.

Since the note ORCL has moved −17% (from $140). 12-month window: day 221 of 365, closes on March 30, 2027.

Track record

This callOpen: ORCL has not reached $319 yet. This 12-month target is scored on March 11, 2027. Same target as this firm’s March 11, 2026 note, so it is scored there.

Firm track recordBernstein: 79% of its 24 targets at least a year old were reached within 12 months (#14 of 26 firms). Accuracy ranking →