Oracle’s (ORCL) “Buy” Rating Reaffirmed at Bank of America

Oracle (NYSE:ORCL)‘s stock had its “buy” rating reissued by analysts at Bank of America in a research note issued to investors on Tuesday,Benzinga reports. They currently have a $200.00 price objective on the enterprise software provider’s stock. Bank of America‘s target price suggests a potential upside of 29.65% from the stock’s previous close.

A number of other research analysts also recently weighed in on ORCL. The Goldman Sachs Group raised Oracle to a “strong-buy” rating in a research note on Monday, January 12th. Piper Sandler reduced their price objective on Oracle from $240.00 to $210.00 and set an “overweight” rating for the company in a research note on Wednesday, March 11th. BMO Capital Markets decreased their price objective on Oracle from $205.00 to $200.00 and set an “outperform” rating for the company in a report on Wednesday, March 11th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $229.00 target price on shares of Oracle in a research report on Wednesday, March 11th. Finally, Royal Bank Of Canada reissued a “sector perform” rating and issued a $160.00 price target on shares of Oracle in a research report on Wednesday, March 11th. Three equities research analysts have rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Oracle presently has an average rating of “Moderate Buy” and a consensus price target of $262.91.

Oracle Trading Up 3.1%

NYSE:ORCL opened at $154.26 on Tuesday. Oracle has a 12 month low of $118.86 and a 12 month high of $345.72. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock has a market capitalization of $443.67 billion, a price-to-earnings ratio of 27.70, a PEG ratio of 1.29 and a beta of 1.66. The firm has a fifty day simple moving average of $160.75 and a two-hundred day simple moving average of $214.72.

Oracle (NYSE:ORCL) last announced its quarterly earnings data on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share for the quarter, beating the consensus estimate of $1.71 by $0.08. The firm had revenue of $17.19 billion for the quarter, compared to analyst estimates of $16.91 billion. Oracle had a net margin of 25.30% and a return on equity of 62.70%. The business’s quarterly revenue was up 21.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.47 earnings per share. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. Analysts expect that Oracle will post 5 EPS for the current fiscal year.

Insider Activity

In related news, insider Mark Hura sold 15,000 shares of the stock in a transaction on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00. Following the completion of the sale, the insider directly owned 234,077 shares of the company’s stock, valued at approximately $46,087,420.53. This represents a 6.02% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Douglas A. Kehring sold 35,000 shares of the firm’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $194.89, for a total value of $6,821,150.00. Following the transaction, the executive vice president owned 33,638 shares in the company, valued at approximately $6,555,709.82. This trade represents a 50.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 60,000 shares of company stock worth $11,326,800 over the last 90 days. 40.90% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Oracle

Hedge funds have recently made changes to their positions in the business. HFM Investment Advisors LLC boosted its stake in Oracle by 290.9% in the fourth quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after acquiring an additional 96 shares during the last quarter. Basepoint Wealth LLC purchased a new stake in shares of Oracle during the 4th quarter worth approximately $26,000. FSA Wealth Management LLC bought a new stake in shares of Oracle in the 3rd quarter worth approximately $28,000. Osbon Capital Management LLC bought a new stake in shares of Oracle in the 4th quarter worth approximately $28,000. Finally, Joseph Group Capital Management purchased a new position in Oracle in the fourth quarter valued at approximately $29,000. 42.44% of the stock is currently owned by institutional investors.

Key Headlines Impacting Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Oracle unveiled “Fusion Agentic Applications” and broader agentic AI integrations that let AI agents query and act on enterprise data inside Fusion Cloud — a clear signal that Oracle is positioning its core ERP/finance/procurement suite for AI-driven workflows, which investors view as revenue-accretive. Oracle Introduces Fusion Agentic Applications
• Positive Sentiment: Oracle expanded AI Agent Studio and announced AI Database “agentic” features that enable secure, production-scale agent access to operational and analytic data — boosting the company’s ability to sell integrated AI+data solutions to large customers. Oracle Expands AI Agent Studio
• Positive Sentiment: Oracle reported a clean Q3 with revenue and EPS beats, reinforcing guidance for Q4 2026 and giving investors near-term fundamental support alongside the AI product narrative. This quarter’s results are cited as a catalyst for the stock’s move higher. Blockonomi: ORCL Stock Jumps After AI Agent Integration
• Neutral Sentiment: Oracle continues developer-focused investment (Java 26 with AI/crypto features) and region-specific initiatives like an AI Customer Excellence Centre in Sydney — supportive for long-term ecosystem adoption but likely slow to materially move near-term revenue. Oracle unveils Java 26
• Neutral Sentiment: Debate persists over Oracle’s massive $553B backlog — described variously as either a growth runway or a mirage — leaving investors split on how quickly backlog converts to profitable revenue. Backlog analysis / earnings context
• Negative Sentiment: Multiple securities-law firms have filed or solicited class-action claims and investigations related to Oracle disclosures (lead-plaintiff deadlines and alleged misstatements), creating legal overhang and potential future liabilities that investors must consider. Securities fraud lawsuit notices

About Oracle

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.