Mizuho Securities has adjusted its target price for Oracle (ORCL, Financial), reducing it from $210 to $180, while maintaining an "Outperform" rating on the stock. This adjustment is part of a broader review of the software sector's first-quarter performance outlook.
The firm has revised price targets across the board to account for the recent compression in software valuation multiples. Despite this, Mizuho sees the recent downturn in share prices as a compelling opportunity for investors.
In its analysis, Mizuho anticipates strong first-quarter results from Oracle and similar companies, although it expects company management to adopt a cautious outlook for the remainder of the fiscal year. The firm suggests that ongoing tariff issues are unlikely to impact the core fundamentals of the software-as-a-service sector, maintaining a positive long-term view.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 31 analysts, the average target price for Oracle Corp (ORCL, Financial) is $186.58 with a high estimate of $246.00 and a low estimate of $145.00. The average target implies an upside of 38.58% from the current price of $134.64. More detailed estimate data can be found on the Oracle Corp (ORCL) Forecast page.
Based on the consensus recommendation from 42 brokerage firms, Oracle Corp's (ORCL, Financial) average brokerage recommendation is currently 2.1, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Oracle Corp (ORCL, Financial) in one year is $138.74, suggesting a upside of 3.05% from the current price of $134.64. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Oracle Corp (ORCL) Summary page.
