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Oracle price target lowered to $202 from $212 at Barclays

Oracle price target lowered to $202 from $212 at Barclays

Barclays analyst Raimo Lenschow lowered the firm’s price target on Oracle (ORCL) to $202 from $212 and keeps an Overweight rating on the shares. The firm expects “increased investor debate” following Oracle’s “mixed quarter.” The company’s Q3 optics suffered as a typically small quarter from a seasonal perspective saw an additional headwind from component delays, the analyst tells investors in a research note. However, Barclays believes this is balanced by a significant remaining performance obligation acceleration and raised growth expectations for fiscal 2026 and 2027.

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