DDA Davidson OOracle · ORCL

DA Davidson Reiterates Buy on Oracle, $225 PT

Sep 11, 2026· Analyst: Gil Luria· 1 min read· Reproduced verbatim
Rating
Buy
Price target
$225
Previous
Implied upside
+47%

DA Davidson analyst Gil Luria reiterated a Buy rating and $225 price target on Oracle (NYSE: ORCL).

“We reiterate our BUY rating and our $225 price target following Oracle’s F1Q27 results, which exceeded expectations on both revenue and earnings.

Oracle Cloud Infrastructure accelerated to 120% Y/Y growth in constant currency, while F1Q27 RPO reached $664B, increasing $26B Q/Q.

Importantly, RPO conversion is beginning to inflect higher as Oracle executes against its capacity buildout, deploying approximately 850 MW of capacity during the quarter, nearly 75% of FY26’s total capacity additions.”

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