Analysts Split on Oracle Corporation (ORCL), Stock Sees Upgrade and Downgrade

By Ali Ahmed | March 04, 2026, 2:00 PM

Oracle Corporation (NYSE:ORCL) is one of the 15 AI Stocks With Explosive Growth Potential.

Analysts Split on Oracle Corporation (ORCL), Stock Sees Upgrade and Downgrade

Oracle Corporation (NYSE:ORCL) is one of the best AI stocks with explosive growth potential. On February 24, Oppenheimer upgraded its rating on Oracle Corporation (NYSE:ORCL) from Perform to Outperform and set a price target of $185.

The firm’s analyst, Brian Schwartz, said the “call may be early, since it will take time for Oracle Corporation (NYSE:ORCL) to show financial success as a more capital-intensive business in future results.” However, he sees a “favorable risk/reward after the stock’s multiples have been cut by more than half since September.” Schwartz also pointed out that Oracle Corporation (NYSE:ORCL) remains “relatively immune from AI disruption” and is “broadly underowned by institutional investors.”

Earlier, on February 9, Melius Research downgraded its rating on Oracle Corporation (NYSE:ORCL) from Buy to Hold and set a $160 price target. While Melius Research praised the company’s CEO, Larry Ellison, for “going for it,” it warned that the company could face challenges as debt and equity could weigh on the stock for some time.

The research firm believes that Oracle Corporation (NYSE:ORCL) should be valued “more akin to an infrastructure company vs. a software company.”

Oracle Corporation (NYSE:ORCL) is an American multinational computer technology company specializing in database software, cloud infrastructure, and enterprise software solutions. The company offers one of the industry’s broadest and deepest suites of AI-powered cloud applications.

While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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