Oracle (NYSE:ORCL) Stock Price Up 3.5% – Should You Buy?

Oracle Corporation (NYSE:ORCL) rose 3.5% during trading on Wednesday . The company traded as high as $189.18 and last traded at $187.50. Approximately 32,043,419 shares were traded during mid-day trading, an increase of 13% from the average daily volume of 28,285,539 shares. The stock had previously closed at $181.17.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

• Positive Sentiment: Wedbush initiated coverage with an Outperform and a $225 price target, calling Oracle a “foundational” AI infrastructure play—this pushed pre-market buying and underpins longer?term upside expectations tied to Oracle’s AI backlog. Wedbush crowns Oracle with $225 target
• Positive Sentiment: Oracle expanded its Google Cloud partnership with an Oracle AI Database Agent for Gemini Enterprise, which supports multicloud AI workflows and helps monetize Oracle’s core database franchise in AI use cases. Oracle and Google Cloud link AI to keep enterprise data on Oracle
• Neutral Sentiment: Retail / strategy pieces continue to label ORCL as a relatively stable enterprise software pick (e.g., “safe stock for beginners”), keeping conservative investor interest alive but with limited immediate price impact. Oracle: A Safe Stock for Beginners?
• Negative Sentiment: Reports said Oracle canceled a large Super Micro Computer order for 300–400 Nvidia GB300 racks (an estimated $1.1–$1.4B deal). That execution uncertainty hit sentiment and weighed on both ORCL and supplier SMCI. Oracle stock falls 3%: why this analyst still sees upside
• Negative Sentiment: Coverage flagged mounting concern over Oracle’s fast?ramped AI data?center spending and related financing strain — a wider market worry about AI capex that can re-rate multiples if margins/returns don’t materialize. Why Oracle’s AI spending spree has Wall Street on edge
• Negative Sentiment: Morgan Stanley trimmed its price target and put ORCL at Equal Weight, and several outlets noted recent share declines — small analyst/target moves add to near?term selling pressure even if some firms remain constructive. ORCL price target and analyst notes

Analyst Ratings Changes

ORCL has been the subject of a number of analyst reports. Guggenheim reissued a “buy” rating and issued a $400.00 price target on shares of Oracle in a research report on Friday, March 13th. Mizuho lowered their price target on Oracle from $400.00 to $320.00 and set an “outperform” rating for the company in a research report on Monday, March 16th. DA Davidson increased their price target on Oracle from $180.00 to $200.00 and gave the company a “buy” rating in a research report on Wednesday, March 11th. BMO Capital Markets lowered their price target on Oracle from $205.00 to $200.00 and set an “outperform” rating for the company in a research report on Wednesday, March 11th. Finally, Citigroup increased their price target on Oracle from $310.00 to $320.00 and gave the company a “buy” rating in a research report on Thursday, March 12th. Three analysts have rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $259.56.

Oracle Trading Down 1.6%

The stock has a market capitalization of $499.01 billion, a PE ratio of 31.15, a price-to-earnings-growth ratio of 1.79 and a beta of 1.60. The firm has a 50-day moving average price of $153.95 and a 200-day moving average price of $194.09. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66.

Oracle (NYSE:ORCL) last announced its earnings results on Tuesday, March 10th. The enterprise software provider reported $1.79 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.71 by $0.08. Oracle had a return on equity of 62.70% and a net margin of 25.30%.The firm had revenue of $17.19 billion during the quarter, compared to analyst estimates of $16.91 billion. During the same period last year, the firm posted $1.47 EPS. The business’s revenue was up 21.7% compared to the same quarter last year. Oracle has set its Q4 2026 guidance at 1.960-2.000 EPS. As a group, equities analysts forecast that Oracle Corporation will post 6.07 EPS for the current fiscal year.

Oracle Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 24th. Stockholders of record on Thursday, April 9th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 annualized dividend and a dividend yield of 1.2%. Oracle’s dividend payout ratio (DPR) is currently 35.91%.

Insider Buying and Selling at Oracle

In other news, CEO Clayton M. Magouyrk sold 10,000 shares of the firm’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $155.23, for a total transaction of $1,552,300.00. Following the completion of the sale, the chief executive officer directly owned 134,030 shares of the company’s stock, valued at $20,805,476.90. This trade represents a 6.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Stuart Levey sold 15,000 shares of the stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $176.19, for a total value of $2,642,850.00. Following the transaction, the executive vice president owned 3,429 shares of the company’s stock, valued at $604,155.51. The trade was a 81.39% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 40.90% of the company’s stock.

Institutional Investors Weigh In On Oracle

Several large investors have recently added to or reduced their stakes in ORCL. Norges Bank purchased a new stake in Oracle in the 4th quarter worth about $4,336,031,000. Jennison Associates LLC increased its holdings in Oracle by 2,062.4% in the 3rd quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider’s stock worth $2,595,072,000 after acquiring an additional 8,800,546 shares during the last quarter. Capital Research Global Investors increased its holdings in Oracle by 29.3% in the 4th quarter. Capital Research Global Investors now owns 30,137,126 shares of the enterprise software provider’s stock worth $5,874,070,000 after acquiring an additional 6,826,299 shares during the last quarter. Vanguard Group Inc. increased its holdings in Oracle by 3.5% in the 4th quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider’s stock worth $34,070,674,000 after acquiring an additional 5,841,584 shares during the last quarter. Finally, Cardano Risk Management B.V. increased its holdings in Oracle by 882.3% in the 4th quarter. Cardano Risk Management B.V. now owns 4,991,010 shares of the enterprise software provider’s stock worth $972,798,000 after acquiring an additional 4,482,934 shares during the last quarter. Hedge funds and other institutional investors own 42.44% of the company’s stock.

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.