ORCLTechnology · Software - InfrastructureThe 43 Wall Street analysts covering Oracle Corp. hold a median 12-month price target of $240 — +67.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 37 of 100 as at 6 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Oracle Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Growth (87): Sales and profits are climbing, and climbing faster than before.
Momentum (14): The shares have been drifting down relative to others.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on ORCL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +67.2% from it.
Of the 20 most recent actions, 1 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Oct 2026 | Citizens | Reiterates | Market Outperform | $285 |
| 14 Sept 2026 | Argus Research | Reiterates | Buy | — |
| 14 Sept 2026 | Argus Research | Reiterates | Buy | $225 |
| 14 Sept 2026 | Freedom Broker | Maintains | Buy | — |
| 14 Sept 2026 | Freedom Broker | Maintains | Buy | $210 → $205 |
| 11 Sept 2026 | Barclays | Maintains | Overweight | $250 → $252 |
| 11 Sept 2026 | Barclays | Maintains | Overweight | — |
| 11 Sept 2026 | BMO Capital | Maintains | Outperform | — |
| 11 Sept 2026 | BMO Capital | Maintains | Outperform | $220 → $195 |
| 11 Sept 2026 | Cantor Fitzgerald | Reiterates | Overweight | $284 |
| 11 Sept 2026 | Cantor Fitzgerald | Reiterates | Overweight | — |
| 11 Sept 2026 | DA Davidson | Maintains | Buy | $225 |
| 11 Sept 2026 | DA Davidson | Maintains | Buy | — |
| 11 Sept 2026 | Guggenheim | Reiterates | Buy | — |
| 11 Sept 2026 | Guggenheim | Reiterates | Buy | $400 |
| 11 Sept 2026 | RBC Capital | Maintains | Sector Perform | — |
| 11 Sept 2026 | RBC Capital | Maintains | Sector Perform | $190 → $165 |
| 11 Sept 2026 | Stephens & Co. | Reiterates | Equal-Weight | — |
| 11 Sept 2026 | Stephens & Co. | Reiterates | Equal-Weight | $175 |
| 11 Sept 2026 | Stifel | Maintains | Buy | $220 → $200 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. ORCL appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 7 Oct 2026, Oracle Corp. returned −48.9% against +17.7% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 34% of US stocks
Cheaper than 21% of US stocks
Cheaper than 9% of US stocks
Cheaper than 20% of US stocks
Higher than 78% of US stocks
Higher than 78% of US stocks
Higher than 78% of US stocks
Higher than 90% of US stocks
Higher than 86% of US stocks
Higher than 91% of US stocks
Higher than 83% of US stocks
Higher than 74% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Oracle Corp. has a market value of $438.9B and an enterprise value of $575.2B.
Revenue in the twelve months to 31 May 2026: $67.4B. The latest quarter grew 29.6% year on year.
Net income over the same four quarters: $17.1B, a 25.4% net margin.
Diluted earnings per share, trailing twelve months: $5.83.
Free cash flow in the twelve months to 31 May 2026: −$23.7B, after $55.7B of capital spending.
Oracle Corp. spent $206.0M on share buybacks and $5.8B on dividends in the twelve months to 31 May 2026.
Trailing P/E: 22.7×; forward P/E: 13.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.40%, paying out 31% of earnings.
Oracle Corp. employs 141,000 people — $478K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Oracle Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Oracle, Broadcom and SpaceX are seeking debt deals to fund AI chips. Apollo, Blackstone and Goldman are among lenders discussing financing for megadeals worth tens of billions of dollars apiece.
Why it matters — The report places Oracle among companies seeking large-scale financing for AI chip spending.
Seeking Alpha reports that Oracle’s Q1 revenue rose 30% year over year to $19.35 billion, beating expectations and accelerating from Q4, with infrastructure demand cited as a driver. It also reports $30 billion in new AI contracts, 97.9% GPU utilization, and renewals at a 20% premium.
Why it matters — The reported revenue growth and AI infrastructure metrics provide ORCL watchers with updates on demand and recent operating performance.
The article says borrowing costs were near zero for 15 years, enabling companies, homeowners and the U.S. government to take on low-cost debt. It frames rates above 5% as exposing strains in an economy accustomed to cheap money.
Why it matters — Oracle watchers may consider the broader interest-rate backdrop when assessing the company, though the excerpt makes no Oracle-specific claims.
Oracle and Amazon reported earnings highlighting that Oracle's infrastructure arm is growing faster than AWS, while AWS generates substantially more revenue.
Why it matters — The comparison puts Oracle's rapid infrastructure growth in context against AWS's larger revenue base.
The Motley Fool highlights Microsoft Azure's $100 billion annual pace and $678 billion contracted backlog, alongside Amazon Web Services' decade-long, $100 billion commitment from Anthropic, including cloud capacity using Amazon Trainium chips.
Why it matters — The item describes the scale of major cloud competitors' AI-related businesses and commitments, relevant context for an Oracle watcher assessing the cloud sector.
The 43 Wall Street analysts covering Oracle Corp. have a median 12-month price target of $240, with estimates ranging from $110 to $400. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 43 analysts covering Oracle Corp., 35 rate it a Buy, 7 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Oracle Corp. 37 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 6 Oct 2026, Oracle Corp. ranks 37 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (87 of 100).
No one can know that. What the data says: the median 12-month target from 43 analysts implies +67.2% from the last close, and Ticker Nerd's factor model ranks Oracle Corp. 37 out of 100 as at 6 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Oracle Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for ORCL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $110 to $400 over the next 12 months.
Oracle Corp. returned -48.9% over the 12 months to 7 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Oracle Corporation is a multinational technology company that provides database software, cloud infrastructure, enterprise applications, and related services to organizations worldwide. Oracle Corporation’s offerings support a wide range of business functions, including data management, financial operations, supply chain planning, human capital management, customer experience, and analytics.
The most recent item we track (WSJ, 7 Oct 2026): "Oracle, Broadcom and SpaceX Seek Blockbuster Debt Deals To Pay for AI Chips". Oracle, Broadcom and SpaceX are seeking debt deals to fund AI chips. Apollo, Blackstone and Goldman are among lenders discussing financing for megadeals worth tens of billions of dollars apiece.
Oracle Corporation is a multinational technology company that provides database software, cloud infrastructure, enterprise applications, and related services to organizations worldwide. Oracle Corporation’s offerings support a wide range of business functions, including data management, financial operations, supply chain planning, human capital management, customer experience, and analytics. Its cloud platform includes infrastructure and software services designed for enterprise workloads, while its applications portfolio serves industries such as finance, healthcare, retail, manufacturing, telecommunications, and the public sector. Oracle Corporation also develops hardware systems and security tools that help customers run, protect, and integrate critical information technology environments. The company plays a central role in enterprise computing by combining databases, cloud services, and business software within a single technology stack.
CEO Ms. Safra Ada Catz · 141,000 employees · United States · https://www.oracle.com
