By Ghazal Ahmed
Publication Date: 2026-02-04 12:08:00
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stock Analysts to Watch. On February 2, UBS analyst Karl Keirstead lowered the stock’s price target to $250.00 (from $280.00) while maintaining a Buy rating. The company sees the recent clarity on ORCL’s funding as a potential catalyst, despite concerns about share dilution.
“Immediately prior to a planned debt issuance, Oracle made some step-by-step disclosures in the press regarding its 2026 financing needs to fund AI infrastructure build-out.”
Oracle recently announced that it will raise an estimated $45 billion to $50 billion in 2026 through a combination of stock sales and debt. This move, the company said, reflects its commitment to maintaining an investment grade rating despite AI spending.
Notably, the company has outlined plans to raise as little as $20 billion to $25 billion in debt and raise equity of up to $20 billion. The company noted that the planned debt component of… could be viewed positively.
