By Faisal Humayun Khan
Publication Date: 2026-03-02 21:04:00
Oracle stock (ORCL) performance has been normal, with a decline of 10% over the past 52 weeks. Although valuations appear attractive, markets are concerned about AI investments, their impact on balance sheets and cash flows.
But even after putting these concerns to rest, Oppenheimer upgraded ORCL stock from Perform to Outperform, with a price target of $185. The bullish thesis is supported by the view that Oracle is likely to be a strong EPS stock. Even at a 25% discount to management’s forecasts, Oracle’s earnings per share are expected to double by 2030. Additionally, financing and execution risk should decrease as Oracle announces a $40 billion to $50 billion equity and debt financing program in 2026.
Finally, Oracle’s multiples “have fallen by more than half since September,” a report said I’m looking for alpha. This offers a good entry point into a stock that also offers an annual dividend yield of 1.38%.
Headquartered in Austin, Texas,…
