What the analyst said

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.”

Disclaimer
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

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 $116. The 22 analysts who set a target in the last 3 months range from $155 to $400, with a median of $233. This $275 target is 18% above the median.

Since the note ORCL has moved −40% (from $194). 12-month window: day 179 of 365, closes on May 12, 2027.

Track record

This callOpen: ORCL has not reached $275 yet. This 12-month target is scored on May 12, 2027.

Firm track recordWedbush: 65% of its 23 targets at least a year old were reached within 12 months (#20 of 26 firms). Accuracy ranking →

Wedbush on Oracle

Wedbush price targets on Oracle

2 calls from May 12, 2026 to June 11, 2026. The target went from $275 to $240 (−13%). The rating stayed Buy.

Wedbush targetORCL share price
  1. June 11, 2026Target cut from $275 (−13%)Buy$240
  2. May 12, 2026 This noteEarliest call shownBuy$275
Share

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
Share on
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.