KeyBanc reiterates Oracle stock rating at Overweight with $350 price target

Published 23/09/2025, 13:26
KeyBanc reiterates Oracle stock rating at Overweight with $350 price target

Investing.com - KeyBanc has maintained its Overweight rating for Oracle (NYSE:ORCL) with a price target of $350.00, according to a research note released Tuesday. The stock, currently trading at $328.15 and near its 52-week high of $345.72, has delivered an impressive 99.8% return over the past year. According to InvestingPro analysis, Oracle appears to be trading above its Fair Value.

The investment firm analyzed Oracle’s cloud infrastructure business, estimating that the Infrastructure-as-a-Service segment currently operates at a 42.4% non-GAAP gross margin.

KeyBanc noted that GPU-based infrastructure businesses within its large-cap coverage have generally demonstrated lower gross profitability levels, influencing its analysis of Oracle’s operations.

While the firm expects efficiency improvements across all segments of Oracle’s business, it has reduced estimates for future years due to an anticipated mix-shift toward more AI-related revenue.

Despite these adjustments to future projections, KeyBanc maintained its Overweight rating and $350.00 price target for the technology company.

In other recent news, Oracle Corporation has announced the appointment of Clay Magouyrk and Mike Sicilia as co-CEOs, with Safra Catz transitioning to Executive Vice Chair of the Board of Directors. Magouyrk and Sicilia bring extensive experience from their previous roles within Oracle, overseeing cloud infrastructure and vertical applications, respectively. Jefferies has reiterated its Buy rating on Oracle, maintaining a price target of $360, viewing these leadership changes as a positive step for the company.

Additionally, Oracle is part of a consortium aiming to keep TikTok operational in the United States, according to a report by CBS News. This potential deal aligns with analyst commentary from Bernstein, which highlights Oracle’s growing influence in cloud services, particularly noting a recent $317 billion in new RPO commitments. The Bernstein analyst suggests that these developments could position Oracle as the third largest hyperscaler. These updates reflect Oracle’s strategic moves and the positive outlook from analysts like Jefferies and Bernstein.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.