What the analyst said

Baird analyst Rob Oliver reiterated an Outperform rating and $215 price target on Oracle (NYSE: ORCL).

“Oracle hosted a very positive investor day, directly addressing some of the key investor concerns.

Heading into the event, the two things investors wanted clarity on were the ability to finance/FCF and DC build comfort.

Company delivered on both, stating it expects to be +FCF in 2H’28, will be fully funded in FY’28 (only needing $20B of capital, below expectations), as well as on track to add 7GW of capacity through FY’28.

We remain positive on ORCL’s full-stack positioning. Reiterate Outperform rating.”

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Where the price stands

ORCL trades at $145. The 21 analysts who set a target in the last 3 months range from $155 to $400, with a median of $240. This $215 target is 10% below the median.

12-month window: day 0 of 365, closes on October 29, 2027.

Track record

This callOpen: a 12-month target, scored on October 29, 2027, a year after the note.

Firm track recordBaird: 95% of its 21 targets at least a year old were reached within 12 months (#1 of 21 firms). Accuracy ranking →

Baird on Oracle

Baird price targets on Oracle

3 calls from March 10, 2026 to October 29, 2026. The target went from $200 to $215 (+8%). The rating stayed Buy.

Baird targetORCL share price
  1. October 29, 2026 This noteKept the $215 targetBuy$215
  2. June 11, 2026Target raised from $200 (+8%)Buy$215
  3. March 10, 2026Earliest call shownBuy$200
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Other analysts on Oracle

GuggenheimBuy Kept rating and price target Oct 29 $400maintained OppenheimerBuy Kept rating and price target Oct 29 $275maintained Melius ResearchBuy Kept rating and price target Oct 29 $170maintained Citizens JMPBuy Kept rating and price target Oct 29 $285maintained MizuhoBuy Kept rating and price target Oct 27 $320maintained
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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.