By Evette Mitkov
Publication Date: 2026-02-25 17:50:00
Oracle Corp (NYSE:ORCL) Shares are trading higher on Wednesday after Oppenheimer upgraded the stock from Perform to Outperform with a price target of $185.
Oppenheimer upgrade sparks new optimism
Oppenheimer analyst Brian Schwartz has upgraded Oracle to Outperform and set a price target of $185 – about 27% above current levels. Schwartz noted that Oracle shares have fallen 13% over the past year and 25% since the beginning of the year, which he said created a compelling entry point, according to CNBC reported.
“We see a favorable risk-reward ratio after the stock’s metrics have fallen by more than half since September,” Schwartz wrote.
Schwartz described Oracle as having “superior earnings per share” and argued that strong EPS growth could help change investor sentiment and prompt a re-rating of the stock. In his base and bull scenarios, he expects Oracle’s earnings per share to double or even triple by fiscal 2030.
Improving the risk profile
The analyst also highlighted improvements in Oracle’s risk profile, particularly in relation to…