Analysts Raise Oracle Price Targets Amid Leadership Changes and AI Strategy

Oracle Corporation has received several positive analyst ratings and price target increases, reflecting optimism about its growth prospects amid leadership changes and AI strategy advancements. Jefferies reaffirmed its Buy rating with a $360 price target following the promotion of Clay Magouyrk and Mike Sicilia to co-CEOs, while maintaining strong confidence in Safra Catz's past leadership and the company's transition into the AI era. KeyBanc reiterated an Overweight rating with a $350 price target, noting margin pressures due to Oracle's shift toward GPU and AI-driven infrastructure but remaining positive overall. Morgan Stanley maintained an Equal-Weight rating but raised its price target to $320, aligning with similar upgrades from Goldman Sachs, Berenberg, Barclays, and Melius Research, all signaling bullish sentiment. These analyst updates highlight Oracle's broad AI-powered cloud application suite and its strategic positioning in database, cloud infrastructure, and enterprise software. Despite this, some analysts caution about the co-CEO structure and suggest that other AI stocks may offer better upside with less risk.