Mizuho Oracle · ORCL

Mizuho Keeps Outperform on Oracle, $320 Price Target

Analyst: Siti Panigrahi 1 min read Reproduced verbatim
Rating
Outperform
Unchanged
Target
$320
Unchanged
Upside
+145%
ORCL at $131 today
Mizuho and Oracle logos

What the analyst said

Mizuho analyst Siti Panigrahi reiterated an Outperform rating and $320 price target on Oracle (NYSE: ORCL).

“Oracle kicked off Day 1 of AI World with a heavy focus on Apps innovation, showcasing agentic AI capabilities embedded directly into Fusion and highlighting how Oracle is positioning the suite to address investor fears that AI could disintermediate traditional SaaS.

The core message was AI should strengthen, rather than replace, packaged applications by making Fusion the governed execution layer for enterprise outcomes.

Oracle highlighted 75 agentic applications, including 25 extended by Fusion Claw for specialist work, alongside Fusion Companion/Agentic Home and AI-assisted implementation capabilities.

We believe Oracle is evolving Fusion from a “system of record” toward a “system of outcomes,” while keeping execution, permissions and business context inside Fusion even when users interact through external AI layers such as ChatGPT.

We believe this could improve stickiness, implementation speed and Database/OCI consumption.

Monetization remains the key unanswered question, with limited disclosure around pricing, attach rates or revenue contribution.”

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Where the price stands

ORCL trades at $131. The 19 analysts who set a target in the last 3 months range from $155 to $400, with a median of $250. This $320 target is 28% above the median.

12-month window: day 0 of 365, closes on October 27, 2027.

Track record

This callOpen: ORCL has not reached $320 yet. This 12-month target is scored on October 26, 2027. Same target as this firm’s October 26, 2026 note, so it is scored there.

Firm track recordMizuho: 93% of its 41 targets at least a year old were reached within 12 months (#3 of 14 firms). Accuracy ranking →

Mizuho on Oracle

Mizuho price targets on Oracle

8 calls from June 15, 2026 to October 27, 2026. The target stayed at $320. The rating stayed Buy.

Mizuho targetORCL share price
  1. October 27, 2026 This noteKept the $320 targetBuy$320
  2. October 26, 2026Kept the $320 targetBuy$320
  3. October 14, 2026Kept the $320 targetBuy$320
  4. September 15, 2026Kept the $320 targetBuy$320
  5. September 8, 2026Kept the $320 targetBuy$320
  6. August 21, 2026Kept the $320 targetBuy$320
  7. July 21, 2026Kept the $320 targetBuy$320
  8. June 15, 2026Earliest call shownBuy$320
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Other analysts on Oracle

BernsteinBuy Kept rating and price target Oct 27 $325maintained Wells FargoBuy Cut price target −11%, kept rating Oct 26 $250from $280 Goldman SachsBuy Cut price target −14%, kept rating Oct 23 $206from $240 CantorBuy Kept rating and price target Oct 22 $284maintained Yorkville IvesHold Initiated coverage Oct 7 $155
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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.