Guggenheim Oracle · ORCL

Guggenheim Reiterates Buy on Oracle, $400 Price Target

Analyst: John DiFucci 1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$400
Unchanged
Upside
+245%
ORCL at $116 today
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What the analyst said

Guggenheim analyst John DiFucci reiterated a Buy rating and $400 price target on Oracle (NYSE: ORCL).

“We hosted Oracle CFO Hilary Maxson and SVP, Investor Relations Ken Bond for meetings with investors.

The conversation was mostly focused around questions on the AI infrastructure build-out, specifically data center delays, contract structures, and the recent credit downgrade. Ms.

Maxson’s message was consistent that the build-out is at a materially de-risked stage, reported delays are neither systemic across Oracle’s many data center sites nor financially meaningful, the cost-plus structure of Oracle’s contracts insulates margin dollars from cost inflation, and there’s a firm commitment to its investment-grade credit rating.

We continue to rate Oracle Buy with a $400 price target and view ORCL as a decade stock.”

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 $400 target is 72% above the median, the highest on the Street.

Since the note ORCL has moved −8% (from $126). 12-month window: day 107 of 365, closes on July 23, 2027.

Track record

This callOpen: ORCL has not reached $400 yet. This 12-month target is scored on June 5, 2027. Same target as this firm’s June 5, 2026 note, so it is scored there.

Firm track recordGuggenheim: 29% of its 7 targets at least a year old were reached within 12 months. Accuracy ranking →

Guggenheim on Oracle

Guggenheim price targets on Oracle

7 calls from February 2, 2026 to October 29, 2026. The target stayed at $400. The rating stayed Buy.

Guggenheim targetORCL share price
  1. October 29, 2026Kept the $400 targetBuy$400
  2. September 11, 2026Kept the $400 targetBuy$400
  3. September 8, 2026Kept the $400 targetBuy$400
  4. July 23, 2026 This noteKept the $400 targetBuy$400
  5. June 11, 2026Kept the $400 targetBuy$400
  6. June 5, 2026Kept the $400 targetBuy$400
  7. February 2, 2026Earliest call shownBuy$400
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Other analysts on Oracle

ScotiabankBuy Cut price target −5%, kept rating Oct 29 $205from $215 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 Citizens JMPBuy Kept rating and price target Oct 29 $285maintained
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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.