Added to YB: 2026-09-18
Pitch date: 2026-09-15
ORCL [bullish]
Oracle Corporation
Author Info
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Company Info
Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide.
Market Cap
$424.4B
Pitch Price
N/A
Price Target
198.00
Dividend
1.43%
EV/EBITDA
14.88
P/E
22.01
EV/Sales
7.83
Sector
Software
Category
growth
Oracle (ORCL): Stock Target Price Forecast & Full Valuation Analysis (Sept. 2026)
ORCL (hold): Oracle remains a starter-sized hold at $150.28; do not add at spot, but consider scaling at $130-$145 if fundamentals and credit remain intact. Q1 strengthened the thesis with 121% IaaS growth, $664B of RPO, improved cash burn and completion of the $20B ATM. The $198 target assumes ~$11 of FY28 EPS at 18x, but OpenAI concentration, BBB- credit and uncertain post-capex OCI returns limit conviction.
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