BUZZ-Oracle rises after Oppenheimer upgrades to 'outperform'

Reuters
2026.02.25 12:25

Oracle (ORCL.N) up 2.2% at $149.3 premarket after Oppenheimer upgrades stock to “outperform” from “perform”

Brokerage sets PT of $185, which implies a 26.5% upside from stock’s last close

Says selloff has cut valuation multiples by more than half since September

Calls Oracle a “strong EPS compounder”; sees EPS doubling by FY30 even after haircut to guidance

Adds that risks around OpenAI counterparty exposure, financing needs “starting to mitigate,” supported by capital-raise plans and mega-customer momentum

Also says Oracle “relatively immune” to AI disruption due to strength in ERP/financials apps; notes “underownership” among institutions

Average rating of 44 analysts covering the stock is “buy” and the median price target is $275, implying an ~88% upside from its last close - LSEG-compiled data

Oracle shares have plunged ~25% YTD, underperforming a 0.7% rise in the S&P 500 (.SPX)

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