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Oracle Stock: Wall Street Sees Massive Upside. Here’s My Price Target

Oracle Stock: Wall Street Sees Massive Upside. Here’s My Price Target

Oracle just staged a dramatic comeback after cratering more than 50% from its highs, and Wall Street is divided on whether the $638 billion backlog signals a generational opportunity or a capital spending trap waiting to spring.

Oracle (NYSE:ORCL | ORCL Price Prediction) has become one of the most talked-about names in the AI infrastructure trade, and after a violent round trip from north of $341 to the low $130s and back, investors want a number to anchor to.

Our 24/7 Wall St. price target for Oracle is $219.26, which implies 34.91% upside from the last close of $162.52. Our recommendation is buy, with high conviction at a 90% confidence level.

An infographic titled 'Oracle Corporation (ORCL) NYSE | 12-Month Price Prediction'. The call section shows a current price of $162.52, a price target of $219.26, and an upside of +34.91%, with a 'BUY' recommendation and 90% high confidence. The 'How We Got There' section lists a Trailing P/E-Based Price of $177.14 (Base) and Analyst Consensus of $242.05 (30% Weight), leading to a Final Weighted Price of $193.69, visualized with horizontal bars. 'Our Adjustments' with a 247Factor of 1.132 includes Analyst Sentiment (82% Bullish), Earnings Growth (Strong Acceleration), Sector Momentum (Technology Multiplier +1.15), Volatility (Beta 1.73), and Mega-Cap Dampening, resulting in a Final Price Target of $219.26. The 'Bull Case' lists RPO Backlog of $638 Billion (Up 363%), GPU Utilization of 97.5%, Multicloud Database Revenue Growth of 404%, and a Bull Scenario Target of $347.50, each with a green upward arrow. The 'Bear Case' lists FY2026 Free Cash Flow of -$23.7 Billion, FY2026 Capital Expenditures of $55.7 Billion, CapEx-to-FCF Gap & Financing Risk, Software License Revenue of -6% in Q4 FY2026, and a Bear Scenario Target of $184.40, each with a red downward arrow. The 'Bottom Line' reiterates a 'BUY' call to $219.26 (+34.91%) and states that strong AI infrastructure demand and record RPO backlog support the bullish thesis despite capital intensity concerns. The infographic includes the '24/7 WALL ST' logo at the bottom.

24/7 Wall St.

24/7 Wall St. Price Target Summary


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