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Oppenheimer Raises Oracle Price Target to $275 from $235

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Oracle to Report Q4 FY2026 Earnings on June 10; Barclays Maintains Overweight Rating on AI and Cloud Growth

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ORCL

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Oracle Stock Is Careening Toward Earnings with a Heavy $100 Billion Weight on Its Back

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Oracle

Defiance Daily Target 2X Long ORCL ETF

Oracle Stock Is Careening Toward Earnings with a Heavy $100 Billion Weight on Its Back

Ahead of Oracle's earnings, Cowen analyst Derrick Wood raised the stock price target from $250 to $300, maintaining a Buy rating. He cites tailwinds including strong demand for compute infrastructure, rising GPU pricing, and an expanded energy partnership with Bloom Energy. Wood anticipates favorable EBIT estimates and lower-than-expected capex guidance, suggesting attractive valuation and potential upside.

- Oracle (NYSE: ORCL) is set to release its fiscal Q4 earnings report on Wednesday, which will be a critical test for optimism surrounding AI investments in the stock.  
- Analyst Derrick Wood identifies favorable conditions, including persistent demand for long-term computing and an expanded partnership with Bloom Energy to alleviate potential energy constraints.  
- Overall, Wood maintains a "buy" rating for Oracle, raising the price target from $250 to $300, suggesting a potential 46% increase within a year.

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Bloom Energy

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Wall Street Analysts Raise Oracle Stock (ORCL) Price Targets Ahead of Earnings

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Wall Street analysts updated price targets and ratings for several major stocks. Morgan Stanley raised Apple's (AAPL) target to $360, while B of A cut Campbell’s (CPB) to $18 and UBS lowered Arthur J. Gallagher’s (AJG) to $250 despite a buy upgrade. Other changes include B of A raising Oracle (ORCL), Needham boosting Applied Digital (APLD), BTIG increasing Nurix Therapeutics (NRIX), GLJ Research upgrading Cleveland-Cliffs (CLF), Mizuho lowering ONE Gas (INSM), and Baird raising Concrete Pumping Holdings (CING).

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Apple To Rally More Than 19%? Here Are 10 Top Analyst Forecasts For Tuesday

BofA Securities analyst Tal Liani raised Oracle's price target to $240, maintaining a Buy rating ahead of Q4 fiscal 2026 earnings on June 10. The upgrade reflects expectations for cloud growth acceleration to 94% YoY, driven by new data center capacity enabling more revenue recognition from remaining performance obligations. Cloud now represents 52% of total revenue. The analyst highlighted aggressive capex investments and strong underlying demand as key drivers for the stock's recent performance.

Bank of America

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Bank of America Corp

Oracle's Cloud Could Accelerate To 94% Growth In Q4 As Capacity Ramps

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Oracle faces high stakes ahead of its June 10 Q4 earnings, with expectations for 19%-21% revenue growth and EPS near $1.96. The company's AI backlog surged 325% to $553B due to major contracts with OpenAI and Meta. However, concerns arise from Oracle raising over $42B in debt in nine months to fund data center expansion, potentially impacting leverage and margins.

- Oracle will announce its Q4 results on June 10, expecting revenue growth of 19%-21% and earnings per share around $1.96.  
- The company's remaining performance obligations have increased by 325% to $553 billion, largely due to significant AI contracts with OpenAI, Meta, and others.  
- Oracle has raised over $42 billion in debt in nine months for data center expansion, raising concerns about its leverage and profit margins.

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Oracle's AI cloud push faces high stakes ahead of earnings

Oracle (ORCL) reports Q4 earnings on June 10, with options traders pricing in a 12.5% stock swing due to uncertainty surrounding its AI growth strategy. Analysts forecast revenue of $19.1 billion and EPS of $1.96, both up year-over-year. However, Oracle has beaten earnings estimates in only four of the last eight quarters.

NVIDIA

NVIDIA Corporation

Oracle Q4 Earnings on Deck: Options Traders Brace For a Major Move in ORCL Stock

Oracle prepares to release Q4 earnings, with analysts projecting $1.96 EPS and $19.09 billion in revenue. Investors are closely monitoring the company's cloud infrastructure performance and AI momentum, seeking evidence that investments are yielding returns. Key focus areas include customer demand, future capacity expansion, and guidance for H2, which will signal the sustainability of AI-related spending trends amid competition from larger cloud rivals.

GuruFocus

Oracle Earnings Put AI Momentum in Focus

Oracle's stock has surged 42% on AI hype ahead of its Q4 earnings call, where new CFO Hilary Maxson will debut. Analysts expect strong OCI growth and $19.1B in sales, though operating margins may compress due to capital-intensive investments. Key focus areas include data-center build-out progress, Stargate joint venture updates, and cost efficiencies from recent workforce reductions.

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OpenAI

Oracle's stock has surged on AI hype. Now it has to deliver the earnings to match.

Oracle (ORCL) reports Q4 earnings on June 10. Wall Street expects EPS of $1.96 and revenue of $19.1 billion, driven by cloud expansion. Key focus areas include accelerating cloud infrastructure growth, with Q3 cloud revenue up 44% and Q4 guidance projecting 44%-48% YoY growth. Despite a recent 13% stock decline, investor attention remains on the company's transition to AI-driven cloud services.

Oracle (ORCL) Q4 Earnings Preview — 3 Things Investors Should Watch Closely

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Token, a prominent provider in biometric assured identity, has revealed that its TokenCore Wearable and TokenCore Portable offerings offer robust solutions for Salesforce users to meet and surpass Salesforce's phishing resistant access criteria. This announcement comes in the wake of Salesforce emphasizing the evolving security threats, including AI-driven phishing attacks and credential theft. By utilizing Token's products, Salesforce customers, partners, and administrators can enhance their security measures significantly. This development highlights the shift towards advanced authentication methods to combat the increasing cyber threats faced by organizations.

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Token Announces Leading Biometric Assured Identity Protection for Salesforce Access

iShares Expanded Tech Software Sector ETF(IGV.US)

Oracle Stock Is Careening Toward Earnings with a Heavy $100 Billion Weight on Its Back

Wall Street Analysts Raise Oracle Stock (ORCL) Price Targets Ahead of Earnings

Apple To Rally More Than 19%? Here Are 10 Top Analyst Forecasts For Tuesday

Oracle's Cloud Could Accelerate To 94% Growth In Q4 As Capacity Ramps

Oracle's AI cloud push faces high stakes ahead of earnings

Oracle Q4 Earnings on Deck: Options Traders Brace For a Major Move in ORCL Stock

Oracle Earnings Put AI Momentum in Focus

Oracle's stock has surged on AI hype. Now it has to deliver the earnings to match.

Oracle (ORCL) Q4 Earnings Preview — 3 Things Investors Should Watch Closely

Token Announces Leading Biometric Assured Identity Protection for Salesforce Access