Wells Fargo Lowers Oracle Price Target to $250
- Rating
- Buy
- Target
- $250
- from $280 (−11%)
- Upside
- +96%
- ORCL at $128 today
What the analyst said
Wells Fargo analyst Michael Turrin lowered the price target on Oracle (NYSE: ORCL) to $250 (from $280) while maintaining an Overweight rating.
“ORCL’s AI opportunity continues to expand, but path to FY30 targets remains under scrutiny.
We expect ID to provide greater clarity on execution, CapEx expectations, & financing needs, particularly as BYOH/prepayments become a larger share of RPO.
CapEx + financing visibility increasingly critical: Recent pressure on CRWV, with debt yields reaching 15%+ and CDS hitting records, has heightened scrutiny of AI infra funding.
Our capacity-driven CapEx forecasts diverge significantly from cons beyond FY27, underscoring limited visibility into the buildout.
At its investor day, we look for greater clarity on medium-term CapEx needs, BYOH mix, prepayments & external funding, which could help build confidence in ORCL’s ability to finance growth.”
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Where the price stands
ORCL trades at $128. The 19 analysts who set a target in the last 3 months range from $155 to $400, with a median of $250. This $250 target is in line with the median.
12-month window: day 0 of 365, closes on October 26, 2027.
Track record
This callOpen: a 12-month target, scored on October 26, 2027, a year after the note.
Firm track recordWells Fargo: 64% of its 22 targets at least a year old were reached within 12 months (#25 of 28 firms). Accuracy ranking →
Other analysts on Oracle
MizuhoBuy
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$320maintained
Goldman SachsBuy
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CantorBuy
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MizuhoBuy
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Yorkville IvesHold
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