RBC Capital Oracle · ORCL

RBC Capital Reiterates Sector Perform Rating on Oracle

Analyst: Rishi Jaluria 1 min read Reproduced verbatim
Rating
Sector Perform
Unchanged
Target
$190
Unchanged
Outcome
Reached
on June 11, 2026
RBC Capital and Oracle logos

What the analyst said

RBC Capital analyst Rishi Jaluria reiterated a Sector Perform rating and $190.00 price target on Oracle (NYSE: ORCL).

“Mixed F4Q w/ Cloud Revenue Short of Consensus; $20B Incremental Capital Raise Planned; Oracle reported mixed F4Q results w/ Total Revenue (+21% YoY/ +20% YoY cc) modestly above cons., Cloud Revenue (+47% YoY/+46% YoY cc) below cons. of ~48%, and EPS of $2.11 above cons. of $1.96, sending shares down ~10% AMC.

That said, OCI revenue growth of 93% YoY/92% cc was ~in-line with cons. of ~92%, and we’re pleased to see Total RPO ($638B) growth accelerate to 363% YoY (vs. 325% QoQ).

Mgmt also noted that BYOH portions of Oracle’s large AI contracts now total $75B, which will reduce its financing requirements. Maintain Sector Perform.”

Disclaimer
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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 $115. The 22 analysts who set a target in the last 3 months range from $155 to $400, with a median of $233. This $190 target is 18% below the median.

Since the note ORCL has moved −43% (from $201). 12-month window: day 147 of 365, closes on June 11, 2027.

Track record

This call✓ Target reached on June 11, 2026, 7 days after the note. Same target as this firm’s June 4, 2026 note, so it is scored there.

Firm track recordRBC Capital: 47% of its 17 targets at least a year old were reached within 12 months (#26 of 26 firms). Accuracy ranking →

Earnings reactionOne of 18 notes after Oracle’s Jun 10 results: 6 raised · 2 cut · 10 kept. See every call →

RBC Capital on Oracle

RBC Capital price targets on Oracle

6 calls from January 5, 2026 to September 11, 2026. The target went from $195 to $165 (−15%). The rating stayed Hold.

RBC Capital targetORCL share price
  1. September 11, 2026Target cut from $190 (−13%)Hold$165
  2. June 11, 2026 This noteKept the $190 targetHold$190
  3. June 4, 2026Target raised from $160 (+19%)Hold$190
  4. March 11, 2026Kept the $160 targetHold$160
  5. March 4, 2026Target cut from $195 (−18%)Hold$160
  6. January 5, 2026Earliest call shown$195
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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.