Oracle (NYSE:ORCL) Upgraded to Strong-Buy at The Goldman Sachs Group

Oracle (NYSE:ORCL) was upgraded by The Goldman Sachs Group to a “strong-buy” rating in a research note issued to investors on Monday,Zacks.com reports.

ORCL has been the subject of several other research reports. BMO Capital Markets cut their target price on Oracle from $355.00 to $270.00 and set an “outperform” rating for the company in a research note on Thursday, December 11th. HSBC reissued a “buy” rating and issued a $382.00 price target on shares of Oracle in a research note on Wednesday, November 26th. Bank of America dropped their target price on shares of Oracle from $368.00 to $300.00 and set a “buy” rating on the stock in a report on Thursday, December 11th. Morgan Stanley upped their price target on Oracle from $246.00 to $320.00 and gave the stock an “equal weight” rating in a research note on Tuesday, September 23rd. Finally, Erste Group Bank cut shares of Oracle from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Four analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, Oracle currently has a consensus rating of “Moderate Buy” and a consensus target price of $305.50.

Oracle Stock Up 3.1%

ORCL stock opened at $204.69 on Monday. The company has a market capitalization of $588.11 billion, a price-to-earnings ratio of 38.48, a PEG ratio of 1.76 and a beta of 1.65. Oracle has a fifty-two week low of $118.86 and a fifty-two week high of $345.72. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. The stock has a fifty day moving average of $207.33 and a 200-day moving average of $242.25.

Oracle (NYSE:ORCL) last announced its quarterly earnings results on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarter, beating the consensus estimate of $1.64 by $0.62. Oracle had a return on equity of 70.60% and a net margin of 25.28%.The company had revenue of $16.06 billion during the quarter, compared to analysts’ expectations of $16.19 billion. During the same period in the previous year, the business earned $1.47 earnings per share. The firm’s quarterly revenue was up 14.2% compared to the same quarter last year. As a group, equities research analysts predict that Oracle will post 5 earnings per share for the current year.

Insider Buying and Selling

In other Oracle news, Director Naomi O. Seligman sold 2,223 shares of the stock in a transaction on Tuesday, December 23rd. The stock was sold at an average price of $196.61, for a total value of $437,064.03. Following the completion of the sale, the director owned 25,596 shares in the company, valued at approximately $5,032,429.56. This represents a 7.99% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CEO Clayton M. Magouyrk sold 40,000 shares of the business’s stock in a transaction dated Tuesday, October 21st. The shares were sold at an average price of $276.64, for a total value of $11,065,600.00. Following the completion of the transaction, the chief executive officer owned 154,030 shares in the company, valued at $42,610,859.20. The trade was a 20.62% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 126,588 shares of company stock worth $33,155,596 in the last three months. Corporate insiders own 40.90% of the company’s stock.

Institutional Investors Weigh In On Oracle

Institutional investors and hedge funds have recently modified their holdings of the stock. Swiss National Bank lifted its stake in Oracle by 7.6% during the 2nd quarter. Swiss National Bank now owns 5,093,200 shares of the enterprise software provider’s stock worth $1,113,526,000 after acquiring an additional 360,000 shares in the last quarter. Patton Fund Management Inc. increased its stake in Oracle by 626.1% during the third quarter. Patton Fund Management Inc. now owns 11,537 shares of the enterprise software provider’s stock worth $3,245,000 after purchasing an additional 9,948 shares during the period. Private Wealth Asset Management LLC increased its stake in Oracle by 9.2% during the second quarter. Private Wealth Asset Management LLC now owns 3,817 shares of the enterprise software provider’s stock worth $835,000 after purchasing an additional 321 shares during the period. Soltis Investment Advisors LLC lifted its position in shares of Oracle by 4.8% during the second quarter. Soltis Investment Advisors LLC now owns 32,937 shares of the enterprise software provider’s stock worth $7,201,000 after purchasing an additional 1,515 shares in the last quarter. Finally, Cascade Investment Group Inc. purchased a new position in shares of Oracle in the second quarter valued at approximately $239,000. Institutional investors own 42.44% of the company’s stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Jefferies reaffirmed a Buy rating and a $400 price target, citing confidence in Oracle’s positioning for AI infrastructure — a signal that institutional research sees meaningful upside from Oracle’s cloud/AI strategy. Jefferies’ $400 Oracle (ORCL) Target Reflects Confidence in AI Infrastructure
• Positive Sentiment: Multiple analysts/upgrades remain bullish on ORCL (coverage noted in roundups), reinforcing demand-side expectations for AI/cloud revenue growth and helping lift the stock. Upgrades: Analysts are Still Bullish on Nvidia (NVDA), Crowdstrike (CRWD) and Oracle (ORCL) Upside
• Positive Sentiment: Oracle announced a healthcare customer win: Community Memorial Hospital will implement Oracle Health Foundation EHR and the Oracle Health Clinical AI Agent — a tangible enterprise adoption case for Oracle’s AI-driven healthcare stack. Customer wins help validate commercial traction and recurring revenue potential. Community Memorial Hospital Chooses Oracle Health to Enhance Patient Care and Power Operational Excellence
• Positive Sentiment: Oracle unveiled an AI-driven Retail Supply Chain Collaboration solution at NRF — another product rollout that supports cross-selling into retail customers and reinforces the company’s AI/cloud monetization narrative. Retailers Help Mitigate Risk with Oracle’s AI-Driven Supply Chain Collaboration
• Positive Sentiment: MarketBeat and other pieces highlight Oracle as a leading cross-cloud operator with strong hyperscaler-driven gains and a large RPO pipeline — reinforcing bullish forward-growth expectations tied to AI/cloud infrastructure. 5 AI Stocks Positioned to Win, No Matter What
• Negative Sentiment: High-profile investor Michael Burry has taken short positions and put options on Oracle, publicly criticizing its cloud strategy and highlighting ~ $95B of debt tied to data-center expansion — a headline risk that fuels selling pressure and raises governance/financial-concern narratives. Oracle (ORCL) Stock: Burry Takes Short Position on Database Company

Oracle Company Profile

Oracle Corporation is a multinational technology company that develops and sells database software, cloud engineered systems, enterprise software applications and related services. The company is widely known for its flagship Oracle Database and a portfolio of enterprise-grade software products that support data management, application development, analytics and middleware. Over recent years Oracle has expanded its focus to include cloud infrastructure and cloud applications, positioning itself as a provider of both platform and software-as-a-service solutions for large organizations.

Oracle’s product and service offerings include Oracle Database and the Autonomous Database, Oracle Cloud Infrastructure (OCI), enterprise resource planning (ERP), human capital management (HCM) and supply chain management (SCM) cloud applications (often grouped under Oracle Fusion Cloud Applications), middleware such as WebLogic, and developer technologies including Java and MySQL.