"Oracle's Q3 FY2026 results showed a turning point with organic total revenue and non-GAAP EPS both growing over 20% for the first time in 15 years, indicating strong operational performance."
"The bull case for Oracle suggests a price target of $344.19 over the next 12 months, driven by significant growth in IaaS and a robust pipeline of Remaining Performance Obligations."
"Despite the positive outlook, Oracle faces key risks including a substantial increase in non-current debt to $124.7 billion and deeply negative free cash flow of $24.74 billion."
Oracle's stock closed at $175.06, up 14.49%, with a price target of $215.40 indicating a 23% upside. Despite a recent surge, shares are down 12.34% year-to-date. Q3 FY2026 marked a significant growth period with organic revenue and non-GAAP EPS both increasing over 20%. Cloud revenue rose 44% year-over-year. The bull case suggests a potential price of $344.19 if growth continues. However, risks include rising debt and negative free cash flow due to high capital expenditures.
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