Morgan Stanley Oracle · ORCL

Morgan Stanley Raises Oracle Price Target to $210

Analyst: Sanjit Singh 1 min read Reproduced verbatim
Rating
Equalweight
Target
$210
from $207 (+1%)
Upside
+81%
ORCL at $116 today
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What the analyst said

Morgan Stanley analyst Sanjit Singh raised the price target on Oracle (NYSE: ORCL) to $210 (from $207) while maintaining an Equalweight rating.

“Remain EW, $210 PT (from $207).

While our EPS estimates move higher on account of improved GPUaaS gross margin trajectory discussed above, we are slightly increasing our PT to $210 (from $207 previously) using ~19x CY28e NGAAP EPS of $10.98.

This implies a ~0.9x PEG (CY26-CY28 CAGR), a discount to ORCL’s historical average of ~1.6x given execution risk and lack of FCF support through forecast period given GPUaaS investment.

Our revised PT compares to our prior base case of $207, which reflected 25x FY28e NGAAP EPS of $8.28.”

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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 $210 target is 10% below the median.

Since the note ORCL has moved −25% (from $154). 12-month window: day 64 of 365, closes on September 4, 2027.

Track record

This callOpen: ORCL has not reached $210 yet. This 12-month target is scored on September 4, 2027.

Firm track recordMorgan Stanley: 82% of its 50 targets at least a year old were reached within 12 months (#8 of 26 firms). Accuracy ranking →

Morgan Stanley on Oracle

Morgan Stanley price targets on Oracle

4 calls from January 23, 2026 to September 4, 2026. The target went from $213 to $210 (−1%). The rating stayed Hold.

Morgan Stanley targetORCL share price
  1. September 4, 2026 This noteTarget raised from $207 (+1%)Hold$210
  2. June 11, 2026Kept the $207 targetHold$207
  3. April 23, 2026Target cut from $213 (−3%)$207
  4. January 23, 2026Earliest call shown$213
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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.