3 Wall Street Analysts Have Oracle Going to $400: An Alphabet Partnership Just Jump Started That 200% Upside Quick Read – Three analysts at Guggenheim, Jefferies, and Global Equities Research target ORCL at $400, implying 214% upside from a stock down 49% over the past year on…
lance-sheet fears, not operational weakness. – GOOGL’s Gemini integration into Oracle Cloud Infrastructure sent ORCL shares up 6%, joining Meta, OpenAI, and xAI as OCI model partners. – Oracle’s $638 billion RPO surged 363% year-over-year, giving 37 of 43 analysts Buy-or-better conviction while a forward P/E of 15 sits well below the S&P 500 average. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Oracle didn’t make the cut. Grab the names FREE today
Oracle (NYSE:ORCL) currently trades at $127.56 against a consensus analyst target of $248.15, implying roughly 95% upside. Beyond that consensus, a $400 Street-high target sits at three desks led by John DiFucci at Guggenheim, along with Jefferies and Global Equities Research. That is the “200% upside” call the headline is built on.
Oracle sells cloud infrastructure, databases, and enterprise applications, and has spent the past year rebuilding itself into one of the biggest AI infrastructure stories on Wall Street. The gap matters because Oracle just announced an expanded partnership with Alphabet, integrating Google’s Gemini models across Oracle Cloud Infrastructure and Fusion Applications. Shares jumped over 6% on the news.