Oracle (NYSE:ORCL) Given New $207.00 Price Target at Morgan Stanley

24 Apr 2026, 06:06 by Jessica Moore · The Cerbat Gem

Oracle (NYSE:ORCL – Free Report) had its target price cut by Morgan Stanley from $213.00 to $207.00 in a research note published on Thursday morning, MarketBeat.com reports. They currently have an equal weight rating on the enterprise software provider’s stock.

A number of other analysts also recently weighed in on the stock. Stephens reaffirmed an “equal weight” rating and set a $254.00 price target on shares of Oracle in a report on Tuesday, April 7th. Mizuho cut their price target on shares of Oracle from $400.00 to $320.00 and set an “outperform” rating for the company in a report on Monday, March 16th. Royal Bank Of Canada reaffirmed a “sector perform” rating and set a $160.00 price target on shares of Oracle in a report on Wednesday, March 11th. Guggenheim reaffirmed a “buy” rating and set a $400.00 price target on shares of Oracle in a report on Friday, March 13th. Finally, Oppenheimer upped their price target on shares of Oracle from $185.00 to $210.00 and gave the stock an “outperform” rating in a report on Wednesday, March 11th. Three analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $260.54.

Check Out Our Latest Report on Oracle

Oracle Stock Performance

Shares of Oracle stock opened at $176.51 on Thursday. The company has a 50 day moving average of $153.95 and a 200-day moving average of $194.09. Oracle has a 1-year low of $132.00 and a 1-year high of $345.72. The company has a current ratio of 1.35, a quick ratio of 1.35 and a debt-to-equity ratio of 3.66. The company has a market cap of $507.65 billion, a PE ratio of 31.69, a price-to-earnings-growth ratio of 1.79 and a beta of 1.60.

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

Oracle Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Thursday, April 9th will be paid a $0.50 dividend. The ex-dividend date of this dividend is Thursday, April 9th. This represents a $2.00 annualized dividend and a yield of 1.1%. Oracle’s dividend payout ratio is presently 35.91%.

Insider Activity at Oracle

In related news, CEO Clayton M. Magouyrk sold 10,000 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $155.23, for a total value of $1,552,300.00. Following the completion of the transaction, the chief executive officer owned 134,030 shares of the company’s stock, valued at $20,805,476.90. This represents a 6.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Stuart Levey sold 15,000 shares of the stock in a transaction that occurred on Thursday, April 16th. The shares were sold at an average price of $176.19, for a total transaction of $2,642,850.00. Following the completion of the transaction, the executive vice president directly owned 3,429 shares of the company’s stock, valued at approximately $604,155.51. The trade was a 81.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 40.90% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Oracle

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. HFM Investment Advisors LLC increased its position in Oracle by 290.9% in the 4th quarter. HFM Investment Advisors LLC now owns 129 shares of the enterprise software provider’s stock valued at $25,000 after acquiring an additional 96 shares during the period. Basepoint Wealth LLC acquired a new position in Oracle in the 4th quarter valued at approximately $26,000. FSA Wealth Management LLC acquired a new position in Oracle in the 3rd quarter valued at approximately $28,000. Osbon Capital Management LLC acquired a new position in Oracle in the 4th quarter valued at approximately $28,000. Finally, Joseph Group Capital Management acquired a new position in Oracle in the 4th quarter valued at approximately $29,000. Institutional investors own 42.44% of the company’s stock.

Trending Headlines about Oracle

Here are the key news stories impacting Oracle this week:

Positive Sentiment: Expanded Google Cloud AI partnership — Oracle added the Oracle AI Database Agent for Gemini Enterprise and expanded Oracle AI Database@Google Cloud capabilities, which strengthens multi‑cloud AI workflows and makes Oracle’s databases easier to use for enterprise AI. Oracle And Google Cloud Link AI To Keep Enterprise Data On Oracle
Positive Sentiment: Large AI/data‑center backlog narrative — coverage highlights Oracle’s positioning in AI infrastructure and cites a reported ~$550 billion backlog in AI opportunities, supporting a longer‑term growth thesis despite near‑term weakness in tech stocks. Oracle’s AI Power Play: $550 Billion Backlog Defies Today’s Tech Slump
Positive Sentiment: Major financing for data‑center expansion — reports that a record ~$38 billion loan package (JPMorgan/Mitsubishi UFJ) is progressing to finance Oracle’s data‑center projects underscores committed capital for infrastructure growth. JPMorgan Chase Closing in on Record $38B Oracle Data Center Loan
Neutral Sentiment: CFO appointment with a large equity award — Oracle named a new CFO who received a $26M equity award; it signals leadership continuity for strategy execution but has mixed optics following prior workforce changes. Oracle Appoints CFO With $26M Equity Award
Neutral Sentiment: Insider sale reported — a director/officer sale (Stuart Levey) of 15,000 shares was reported; notable but not large enough alone to explain the move. Stuart Levey Sells 15,000 Shares of Oracle
Negative Sentiment: Reported cancellation of a large Super Micro server order — multiple outlets say Oracle canceled a $1.1–$1.4B AI rack/server order with Super Micro, triggering worry about near‑term spend shifts and supplier disputes; that report directly pressured Oracle peers and hardware suppliers. Super Micro Computer Stock Plummets After Oracle Cancels Massive AI Server Deal
Negative Sentiment: Analyst action — Morgan Stanley trimmed its ORCL price target and moved to an “equal weight” stance (lowered PT from $213 to $207), removing some near‑term bullish analyst momentum. Morgan Stanley Lowers Oracle Price Target
Negative Sentiment: Sector/headline pressure and dividend timing — broader weakness in technology stocks and reports of share decline ahead of a dividend payment amplified selling pressure today. Oracle Falls More Steeply Than Broader Market

Oracle Company Profile

(Get Free Report)

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.