Analyst sets Oracle stock price target for next 12 months

Late March and early April were a time of significant change for the blue-chip technology giant Oracle (NYSE: ORCL), as it first fired approximately 30,000 employees via a dawn email and then hired a new Chief Financial Officer (CFO).

These dramatic changes were, as it turns out, taken as a positive sign on Wall Street, as evidenced by the April 7 rating and price target revision made by UBS. 

Specifically, analyst Karl Keirstead welcomed the arrival of Hilary Maxson as CFO by estimating that Oracle stock is a ‘Buy,’ and that it is, with the April 10 price of $138.18, undervalued and due for a 80.92% rally to $250 in the coming 12 months.

The bullish sentiment – despite the pressure the technology giant is under – can arguably be viewed as credible given that UBS’ Keirstead has a 59% accuracy rating with an 11% average return, per the data Finbold retrieved from TipRanks on Friday.

Wall Street sets Oracle stock price target for next 12 months

Elsewhere, the latest Oracle stock price target revision is largely consistent with the prevailing view on Wall Street. Specifically, ORCL shares are, overall, considered a ‘Strong Buy,’ as they boast 27 ‘Buy,’ 5 ‘Hold,’ and no ‘Sell’  ratings in the most recent three months.

Additionally, Oracle’s equity is, on average, expected to rally 77.80% to $245.11 in the next 12 months, per the data Finbold retrieved from the stock analysis platform TipRanks on April 10.

Examining the notes issued in the last 30 days, Wall Street appears to be growing increasingly optimistic regarding ORCL shares as all but one – Erste Group’s ‘Hold’ rating given on April 1 – revisions were positive and came with predicted upsides ranging from 44.74% – with a $200 price target – to 189.48% – at $400.

Oracle stock crashes 29% in 2026 while analysts forecast a 78% rally

Lastly, Oracle’s performance in Q1 and April stock market stands in stark contrast with institutional bullishness. Indeed, ORCL shares are 29.11% down since December 31 and, with their press time price of $138.18, declined 15.29% in the last month of trading.

The depreciation the equity has been facing is arguably the result of its vast commitments – Oracle increased its annual capital expenditure from $6.86 billion in fiscal year (FY) 2024 to 21.25 billion in FY 2025 – toward the artificial intelligence (AI) industry.

Specifically, Larry Ellison’s company has a vast data center agreement with OpenAI that has rendered it dependent on Sam Altman’s firm retaining the ability to raise billions in debt while rapidly turning profitable.

By April 10, such a setup has proven unkind, as reliance on the creators of ChatGPT is increasingly seen as a headwind – as Microsoft (NASDAQ: MSFT) experienced earlier in 2026 – and the crucial data center buildout appears to be stalling.

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