Oracle Soars to 52-Week Peak as Earnings Explode – Analysts Rush to Hike Targets

Oracle just smashed expectations—and its stock price is reaping the rewards. The tech giant’s blockbuster earnings sent shares rocketing to a fresh 52-week high, leaving Wall Street scrambling to adjust its forecasts.

The Numbers Don’t Lie

No fluff, no spin: Oracle’s performance bulldozed through analyst estimates. The surge was enough to trigger a cascade of upgraded price targets—because nothing gets Wall Street’s attention like a stock that refuses to obey gravity.

The Cynic’s Corner

Let’s be real—this is the same crowd that would downgrade Oracle if it cured cancer but missed revenue by 0.1%. Still, even the skeptics can’t ignore a rally this relentless. The question now? Whether Oracle can turn this momentum into staying power—or if it’s just another hype cycle feeding the algo-trading machines.

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Oracle counts tech giants such as Amazon (AMZN), Alphabet (GOOGL), and Microsoft’s Azure (MSFT) among its major customers for its MultiCloud segment. Additionally, Oracle is an integral part of the multi-billion-dollar Stargate project, which positions it as a key player on the global artificial intelligence (AI) domain. All these factors, and more, have compelled Wall Street analysts to boost their price targets on ORCL stock.

Analysts Lift ORCL Price Targets on Strong Results

Following Oracle’s Q4FY26 print, 18 analysts reviewed their ratings on ORCL stock. Out of these, 14 analysts lifted their price targets for the stock. Let’s briefly look at a few of them.

Piper Sandler analyst Brent Bracelin lifted the price target to $190 (from $130), implying 4.9% downside potential from current levels. Bracelin noted that Oracle has entered “an entirely new wave of enterprise popularity that it has not seen since the Internet era in the late 90s.” The analyst raised his model estimates due to greater visibility into future growth, backed by a solid remaining performance obligation (RPO) backlog. Having said that, he remains a “Hold” on the stock because he sees increasing capital intensity risks that could widen Oracle’s net debt position and pressure margins in the NEAR term.

At the same time, Exane BNP Paribas analyst Stefan Slowinski kept his “Buy” rating on ORCL stock and raised the price target from $190 to $226, implying 13.1% upside potential from current levels. The analyst projects that annualized revenue for Oracle’s Cloud Infrastructure unit could reach $20 to $25 billion by the end of FY26, compared to $12 billion reported in Q4FY25. He highlighted that AI infrastructure service revenue could account for roughly 40% of total infrastructure service revenue.  

Similarly, Keybanc analyst Jackson Ader increased the price target on ORCL to $225 from $200, which implies 12.6% upside potential from current levels. Ader noted that Oracle has set “stunning” targets for the next year. He also highlighted that Oracle is adding to its order backlog at an “impressive rate” and is well positioned to meet at least some of its targets.  

Is ORCL Stock a Buy?

On TipRanks, ORCL stock has a Moderate Buy consensus rating based on 16 Buys and 13 Hold ratings. The average Oracle price target of $204.58 implies 2.4% upside potential from current levels. Year-to-date, ORCL stock has gained 20.7%.