Wall Street analysts remain optimistic Oracle (NASDAQ: ORCL) property for the next 12 months, although the money was difficult in 2026 with a decrease of 25% per year.
This comes as art the company continues to accelerate its transformation into an AI cloud platform, delivering strong Q3 FY2026 results alongside significant layoffs and increasing regulatory challenges.
Specifically, Oracle report $17.2 billion in revenue, up 22% year-on-year, with cloud revenue up 44% and OCI up 84%, while EPS beat expectations. Its balance sheet jumped to $553 billion, and management raised its FY2027 target to $90 billion.
However, the rich AI moneywhich is estimated at $50 billion in CapEx, has forced cash flow and increased debt.
At the same time, Oracle has begun major operations involving 30,000 employees to cut costs, while also facing lawsuits from investors over AI spending.
Regarding the price movement, ORCL shares closed the last trading session at $146, up 0.76% on the day.
The price of Oracle shares
In appearance, experts on TipRanks having a consensus estimate that there will be significant changes in the coming year. The stock has a ‘Strong Buy’ rating based on 32 analysts.
They generate a 12-month average price of $245, which represents a potential upside of about 67.45% from the current valuation. The highest price is $400, while the lowest estimate is $149.
In particular, 27 analysts recommend ‘Buy’, five indicate ‘Hold’, and none offer ‘Sell’.
Among analysts, Barclays’ Raimo Lenschow said that Oracle’s job cuts are expected to boost cash flow and support the development of AI, maintaining “Overweight” and a price target of $240. The analyst noted that the layoffs were highly anticipated by the market and indicated efforts to improve efficiency, especially since Oracle is close to making a profit per employee. With limited growth and cost control, Barclays expects Oracle’s revenue to triple in the coming years, driven by growing demand for AI and processing power.
On the other hand, Bernstein analyst Mark Moerdler said Oracle’s strong third-quarter performance and guidance have eased business concerns, highlighting the company’s rising economic growth and growing interest in its AI strategy. Despite the stock’s lows, Oracle is viewed as a bargain, supported by ongoing management and a strong position for its AI data center and mid-market database businesses to capitalize on AI growth.
Meanwhile, BofA Securities reiterated its coverage on Oracle with a ‘Buy’ rating and a target price of $200, citing the expected growth in demand for AI infrastructure and confidence in the company’s long-term direction.
JMP Securities maintained a ‘Market Outperform’ rating, pointing to Oracle’s strong back-end as a key growth driver and ensuring strong expansion of its cloud computing business in the coming years.
