
Oracle (ORCL) Stock Forecast & Price Target
Oracle (ORCL) Analyst Ratings
Bulls say
Oracle's recent financial performance demonstrates strong growth, highlighted by a 62% increase in Remaining Performance Obligations (RPO) to over $130 billion, driven by the signing of over $48 billion in sales contracts during Q3. The company's cloud infrastructure consumption revenue saw a remarkable 67% year-over-year increase, alongside a projected total cloud growth of 25% to 27%, underlining robust demand for its services. Furthermore, Oracle's management expresses strong confidence in achieving a revenue target of $66 billion for FY 2026, representing an approximate 15% growth rate, amidst expectations that cloud capacity expansion will soon accelerate.
Bears say
The financial performance of Oracle has demonstrated concerning trends, particularly with total revenue growth of 6.4%, which fell short of consensus expectations of 8.2%. Additionally, the company experienced a decline in calculated current bookings growth to approximately 2.2% year-over-year, combined with a slowdown in back-office SaaS growth, specifically in Fusion ERP and Netsuite ERP. Furthermore, management has warned of an impending currency headwind of about 2% for the next quarter, alongside a backdrop of group multiple compression, which diminishes the prospects for meaningful multiple expansion from current valuation levels.
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
Start investing in Oracle (ORCL)
Order type
Buy in
Order amount
Est. shares
0 shares