By Evette Mitkov
Publication Date: 2025-11-26 18:53:00
Oracle Corp (NASDAQ:ORCL) Shares are trading higher on Wednesday. Deutsche Bank said the tech giant’s current share price implies minimal creditworthiness for its business with OpenAI.
What you should know: Analyst at Deutsche Bank Brad Zelnick on Wednesday reiterated its Buy rating on Oracle with a price target of $375. According to several ReportsThe analyst noted that Oracle’s forecast earnings per share for fiscal 2030 would decrease by $4 to about $17 if revenue and expenses related to OpenAI were excluded.
“Discounting these numbers to the present would suggest that the company is receiving little to no recognition for its OpenAI business at the current share price,” Zelnick reportedly said in a note to clients.
The company also addressed concerns about Oracle’s long-term leasing obligations, noting that those agreements included “a high degree of flexibility.” Even if Oracle were to cover about half of the estimated leasing costs associated with the lost OpenAI business, Deutsche Bank estimates that the company…
