By Marcin Frąckiewicz
Publication Date: 2025-11-17 20:01:00
Published: November 17, 2025
Key insights
- Price promotion: Oracle (NYSE: ORCL) traded close $220 approximately declining in US midday trading 1% from the closing price on Friday, with an intraday range of approx $217-225. [1]
- New analyst call:Brent Thill of Jefferies reiterated a Buy And $400 Price target – implied about 80% Positive: The argument with debts and fears of customer concentration is exaggerated. [2]
- Credit market signal:Reuters reports Saba Capital Referencing sold credit default swaps (CDS). Oracle and other big tech namesas lenders hedge risks associated with AI-powered borrowing. [3]
- Bond setting (today):Axios highlights Oracle 30 year bond falling around 8% since October and trading nearby 65 cents on the dollarunderscoring investors’ caution regarding AI investments. [4]
- Short-term calendar: Oracles Annual General Meeting 2025 Is tomorrow, November 18th; The next income is Mid-December (Q2 FY2026), according to Investor Relations. [5]
What moved Oracle shares today?
Jefferies is sticking with the $400 target and believes the sell-off is overdone.
In…
