Baird Reiterates Outperform Rating on Oracle

Baird analyst Rob Oliver reiterated an Outperform rating and $215.00 price target on Oracle (NYSE: ORCL).

“Oracle reported a mixed Q4’26 with OCI in-line and Apps slightly below Street.

FY’27 revenue guidance was reiterated and Capex guided above Street, including additional financing requirements in FY’27.

We believe AI momentum remains healthy with four deals >$8B signed during the quarter.

Given the run in shares leading into the report, expectations were likely for a more solid beat-and-raise, and moving parts around the FY’27 guide and Capex may weigh on shares.

Company will host an analyst day on October 28 in conjunction with its AI World user conference.”

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