Oracle Corporation
ORCLPrice Projections & Market Scenarios
Current Price
$150.52
LinearAI Bubble
End of 2026 Target
Projected closing price (Bubble Scenario)
$120.42
-20% Growth
Yearly Price Targets (2025-2030)
| Year | Forecast Price | Growth vs Today |
|---|---|---|
| 2026 | $120.42 | -20% |
| 2027 | $75.26 | -50% |
| 2028 | $83.04 | -45% |
| 2029 | $95.33 | -37% |
| 2030 | $108.38 | -28% |
| 2031 | $120.42 | -20% |
Risk Analysis (Bubble)
The "AI Bubble" model assumes an unsustainable price acceleration through 2026, driven by retail hype, followed by a sharp correction in 2027 as revenue fails to match Capex.
StabilityHigh Risk
AnalysisLive
Confidence62%
Oracle’s latest reported fiscal Q4 2026 results showed non-GAAP EPS of $2.11, with fiscal 2027 revenue guidance of $90 billion and non-GAAP EPS guidance of $8.05, which supports continued fundamental growth if cloud demand stays strong1. Wall Street’s current 12-month target range is wide, with averages around $249.85 to $263.97 and highs up to $400, while some firms have cut targets to $240 amid debt and execution concerns23.
Key Insights
- •Oracle’s fiscal 2027 guidance implies strong near-term AI/cloud momentum, with total revenue expected to grow 27%-29% in Q1 fiscal 2027 and cloud revenue 57%-64%1.
- •Analyst sentiment remains constructive but not uniform, with consensus targets clustered around the mid-$250s to mid-$260s and a broad range from $145 to $40023.
- •The main bull case is sustained OCI demand and AI infrastructure buildout; the main bear case is margin pressure, leverage, and an AI spending reset if customer ROI disappoints13.
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