
Oracle (ORCL) Stock Forecast & Price Target
Oracle (ORCL) Analyst Ratings
Bulls say
Oracle has demonstrated a robust financial performance with a remarkable year-over-year increase of 63% in Remaining Performance Obligations (RPO), reaching over $130 billion, driven by the signing of over $48 billion in sales contracts in Q3. The company's Oracle Cloud Infrastructure (OCI) consumption revenue surged by 67% year-over-year, and its multi-cloud revenue from collaborations with other hyperscalers rose by 92% quarter-over-quarter, reflecting strong demand for its cloud offerings. Looking ahead, Oracle's management has expressed increased confidence in achieving a revenue target of $66 billion for fiscal year 2026, indicating significant growth potential with an anticipated 15% growth rate.
Bears say
Oracle's recent financial performance indicates several challenges that contribute to a negative outlook, as evidenced by a total revenue growth of 6.4%, which fell short of consensus expectations of 8.2%. Additionally, there has been a concerning sequential decline in growth rates for key offerings such as Fusion ERP and Netsuite ERP, with growth slowing to 16% from previous rates of 18% and 20%, respectively, and calculated current bookings reflecting only ~2.2% growth year-over-year. Furthermore, management anticipates a 2% currency headwind for the next quarter, compounded by ongoing issues such as capacity constraints and overall group multiple compression impacting stock valuation.
This aggregate rating is based on analysts' research of Oracle and is not a guaranteed prediction by Public.com or investment advice.
Oracle (ORCL) Analyst Forecast & Price Prediction
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