
Oracle (ORCL) Stock Forecast & Price Target
Oracle (ORCL) Analyst Ratings
Bulls say
Oracle's strong performance in the SaaS segment, which grew by 11% year-over-year in constant currency, alongside a notable 16% year-over-year increase in Strategic Back-Office SaaS, highlights the company's robust demand amid a competitive landscape. The Remaining Performance Obligations (RPO) reached $523 billion, demonstrating a substantial 433% year-over-year growth and strong customer demand from large clients like META and NVIDIA, indicating sustained future revenue potential. Additionally, Oracle's anticipated cloud revenue growth of 39% in constant currency further underscores its influential position in the enterprise software market and highlights its ongoing transformation towards cloud-based offerings, which are critical for future scalability.
Bears say
The analysis indicates a negative outlook for Oracle's stock primarily due to underperformance in key financial metrics, including cloud revenue falling short of guidance and capital expenditures significantly impacting free cash flow. Furthermore, the company's gross margins have been declining, with the non-GAAP gross margin decreasing to 67.8%, exacerbated by a higher contribution from lower-margin Infrastructure as a Service (IaaS) revenue. Lastly, operating cash flow of $2.1 billion was below expectations, which negatively affects investor sentiment and contributes to the recent decline in share price.
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