Oracle Corporation (NYSE:ORCL) Stock Has Consensus Price Target of $251.72

Oracle Corporation (NYSE:ORCL) has been given a consensus recommendation of “Moderate Buy” by the forty-six research firms that are presently covering the stock, MarketBeat.com reports. One equities research analyst has rated the stock with a sell rating, nine have issued a hold rating, thirty-five have issued a buy rating and one has assigned a strong buy rating to the company. The average twelve-month price target among analysts that have updated their coverage on the stock in the last year is $251.72.

Several equities research analysts have weighed in on the company. Barclays increased their price target on Oracle from $250.00 to $252.00 and gave the stock an “overweight” rating in a research report on Friday, September 11th. TD Cowen reissued a “buy” rating and issued a $240.00 price objective (down from $300.00) on shares of Oracle in a report on Wednesday, September 9th. Citizens Jmp restated a “market outperform” rating and issued a $285.00 target price on shares of Oracle in a research note on Friday, October 2nd. Cantor Fitzgerald restated an “overweight” rating and issued a $284.00 target price (up from $229.00) on shares of Oracle in a research note on Friday, September 11th. Finally, DA Davidson reaffirmed a “buy” rating and set a $225.00 target price on shares of Oracle in a report on Friday, September 11th.

More Oracle News

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle’s cloud business remains a key long-term catalyst. Its fiscal first-quarter results showed strong cloud growth, while remaining performance obligations reached a record $664 billion. If those commitments convert into revenue as scheduled, analysts and investors see substantial upside potential. Oracle’s Cloud Backlog Just Hit $664 Billion
• Positive Sentiment: Oracle’s role in AI infrastructure is attracting strategic business. Bloom Energy’s technology is reportedly being deployed to support Oracle-related AI data-center ambitions, highlighting demand for power and infrastructure around Oracle’s cloud expansion. Bloom Energy Is Up 157% in 2026
• Neutral Sentiment: Oracle is also benefiting from government business, with approximately $2.1 billion in award payments reportedly received over the past year, including major electronic health-record contracts. These awards support revenue visibility but are unlikely to change near-term market sentiment by themselves.
• Negative Sentiment: Investors are worried that Oracle’s substantial AI and cloud build-out is consuming cash before contracted revenue is collected. Recent results showed negative free cash flow, increasing focus on leverage, borrowing costs and execution risk. Oracle’s credit rating downgrade to BBB- has added to those concerns. Oracle Shares Fall as AI Infrastructure Worries Weigh on Sentiment
• Negative Sentiment: Hotter inflation data pushed interest-rate expectations and bond yields higher, pressuring capital-intensive AI infrastructure companies. A selloff in CoreWeave and other AI-related stocks intensified fears that expensive financing could reduce returns on Oracle’s expansion.
• Negative Sentiment: Reported insider activity has been heavily skewed toward selling, including substantial sales by Vice Chairman Jeffrey Henley and CEO Michael Sicilia. While insider transactions may reflect personal financial decisions, the pattern can weigh on investor confidence amid broader concerns about valuation and execution.

Oracle Stock Performance

Shares of ORCL stock traded down $6.16 during trading hours on Friday, hitting $128.31. The company’s stock had a trading volume of 35,957,423 shares, compared to its average volume of 30,724,682. The company has a 50 day moving average of $145.38 and a 200 day moving average of $158.64. The stock has a market cap of $387.98 billion, a PE ratio of 20.11, a price-to-earnings-growth ratio of 0.95 and a beta of 1.78. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 1.89. Oracle has a 12-month low of $114.50 and a 12-month high of $304.28.

Oracle (NYSE:ORCL) last issued its earnings results on Thursday, September 10th. The enterprise software provider reported $1.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.74 by $0.18. The firm had revenue of $19.34 billion during the quarter, compared to analysts’ expectations of $19.13 billion. Oracle had a net margin of 26.36% and a return on equity of 48.85%. The firm’s revenue was up 29.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.47 earnings per share. Oracle has set its Q2 2027 guidance at 1.850-1.930 EPS and its FY 2027 guidance at 8.100-8.100 EPS. On average, sell-side analysts forecast that Oracle will post 6.73 EPS for the current fiscal year.

Oracle Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, October 23rd. Shareholders of record on Friday, October 9th will be issued a $0.50 dividend. The ex-dividend date of this dividend is Friday, October 9th. This represents a $2.00 dividend on an annualized basis and a yield of 1.6%. Oracle’s payout ratio is presently 31.35%.

Insiders Place Their Bets

In other news, Director Stephen H. Rusckowski bought 25,000 shares of the business’s stock in a transaction dated Tuesday, September 29th. The stock was purchased at an average cost of $139.35 per share, with a total value of $3,483,750.00. Following the acquisition, the director directly owned 25,390 shares in the company, valued at $3,538,096.50. This trade represents a 6,410.26% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Michael D. Sicilia sold 22,562 shares of the business’s stock in a transaction on Tuesday, September 22nd. The shares were sold at an average price of $151.59, for a total transaction of $3,420,173.58. Following the completion of the transaction, the chief executive officer owned 182,929 shares of the company’s stock, valued at approximately $27,730,207.11. This represents a 10.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 36,075 shares of company stock worth $5,342,123. Corporate insiders own 38.40% of the company’s stock.

Institutional Trading of Oracle

Several hedge funds and other institutional investors have recently added to or reduced their stakes in ORCL. Alpine Bank Wealth Management lifted its position in shares of Oracle by 2.8% during the 3rd quarter. Alpine Bank Wealth Management now owns 15,325 shares of the enterprise software provider’s stock valued at $2,104,000 after buying an additional 412 shares in the last quarter. Copper Harbor Investment Advisors LLC purchased a new stake in Oracle in the 3rd quarter worth $276,000. Fulcrum Wealth Advisors LLC increased its holdings in Oracle by 327.4% in the 3rd quarter. Fulcrum Wealth Advisors LLC now owns 20,296 shares of the enterprise software provider’s stock worth $2,787,000 after acquiring an additional 15,547 shares in the last quarter. Kintegral Advisory LLC raised its position in Oracle by 0.6% during the third quarter. Kintegral Advisory LLC now owns 28,189 shares of the enterprise software provider’s stock worth $3,870,000 after acquiring an additional 159 shares during the period. Finally, Avail Investment Partners LLC raised its position in Oracle by 39.1% during the third quarter. Avail Investment Partners LLC now owns 4,643 shares of the enterprise software provider’s stock worth $637,000 after acquiring an additional 1,304 shares during the period. Institutional investors and hedge funds own 42.44% of the company’s stock.

Oracle Company Profile

Oracle Corporation (NYSE: ORCL) is a global technology company that develops enterprise software, cloud services and related hardware. Its offerings help businesses manage databases, applications, data, infrastructure and other core information-technology operations.

The company is best known for its Oracle Database, along with cloud-based infrastructure and platform services. Oracle also provides enterprise applications for functions such as finance, human resources, supply-chain management, customer experience and industry-specific operations.