Wedbush Raises Oracle Price Target to $275

Wedbush analyst Daniel Ives raised the price target on Oracle (NYSE: ORCL) to $275.00 (from $225.00) while maintaining an Outperform rating.

“We are raising our price target on Oracle to $275 from $225 and maintaining our OUTPERFORM rating as we gain incremental confidence based on our checks in the company’s strategic positioning within the AI infrastructure landscape.

Our view that the Oracle story is being misunderstood by the market remains intact, with investors placing too much emphasis on the near-term optics of its heavy, contract-backed capex cycle and too little emphasis on the underlying demand visibility supporting that investment.

We are becoming incrementally comfortable with the OpenAI relationship and more constructive on the broader data center story as, in our view, the fears surrounding Oracle remain overdone, and the company is increasingly positioned to be an AI winner on the global stage.

Oracle is building durable positioning in the next major phase of the AI revolution, where infrastructure, performance, and access to data will matter more than broad narrative enthusiasm.

We believe ORCL is emerging as one of the few companies that can support the most demanding AI workloads at scale.”

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