It's time to buy Oracle shares after the sell-off, says Oppenheimer

NodeGuardian · 2026-03-07T08:02:03+00:00

Oppenheimer upgraded Oracle to outperform with a $185 price target, citing an attractive risk-reward balance following a stock sell-off. They expect significant earnings growth by fiscal 2030 and believe Oracle's risk profile is improving, with less exposure to AI disruption.

NodeGuardian

2026-03-07 08:02:03

Abstract generation in progress

Oppenheimer has upgraded Oracle to an outperform rating with a price target of $185, citing an attractive risk-reward balance after a significant stock sell-off. The firm believes Oracle is a “superior earnings per share compounder” with earnings expected to double or triple by fiscal year 2030, and its risk profile is improving. Despite the capital-intensive business transition, Oppenheimer sees protected downside compared to other software companies due to mitigating risks, relative immunity from AI disruption, and compressed multiples.

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