How analysts reacted to Oracle’s results
Oracle reported on March 10, 2026 (quarter ended Feb 2026). In the next sessions, 16 Wall Street firms published notes: 4 raised their price target, 2 cut it and 8 kept it unchanged. The median target of the 14 firms with a before-and-after figure went from $235 to $225 (−4%). 1 firm upgraded the stock. The shares rose 9% on Mar 11, the first session after the report.
Every firm’s call 16
The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have lost 11% ($144.77 on Oct 6), against a median target of $225 from these firms. Oracle consensus today
| Before After Share price | ||||||
|---|---|---|---|---|---|---|
 Oppenheimer | Buy | $185 | $210 | +14% | Mar 11 | |
 DA Davidson | Buy | $180 | $200 | +11% | Mar 11 | |
 Barclays | Buy | $230 | $240 | +4% | Mar 11 | |
 Bernstein | Buy | $313 | $319 | +2% | Mar 11 | |
 Deutsche Bank | Buy | $300 | $300 | Kept | Mar 11 | |
 TD Cowen | Buy | $250 | $250 | Kept | Mar 11 | |
 Mizuho | Buy | $400 | $400 | Kept | Mar 11 | |
 RBC Capital | Hold | $160 | $160 | Kept | Mar 11 | |
 KeyBanc | Buy | $300 | $300 | Kept | Mar 11 | |
 Cantor | Buy | $229 | $229 | Kept | Mar 11 | |
 Evercore | Buy | $220 | $220 | Kept | Mar 11 | |
 Wolfe Research | Buy | $215 | $215 | Kept | Mar 11 | |
 Piper Sandler | Buy | $240 | $210 | −13% | Mar 11 | |
 Stifel | Buy | $275 | $220 | −20% | Mar 11 | |
 JP MorganUpgrade | Buy | — | $210 | — | Mar 11 | |
 William Blair | Buy | — | — | — | Mar 11 |
Earlier Oracle reports
Latest earnings reactions
MicronSep 3020 of 24 kept targetsMedian target +1%Shares +3%
BroadcomSep 27 of 18 raised targetsMedian target +3%Shares −3%
NIOSep 14 of 4 cut targetsMedian target −29%Shares −5%
MarvellAug 275 of 11 raised targetsMedian target 0%Shares −10%
Li AutoAug 266 of 7 cut targetsMedian target −10%Shares −1%
NVIDIAAug 2616 of 23 raised targetsMedian target +5%Shares +9%How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true