"Oracle calls the first time in over 15 years that organic total revenue and non-GAAP EPS both grew 20%+ in the same period, driven by AI-fueled cloud infrastructure demand that management says continues to exceed supply."
"Barclays raised its price target on Oracle to $240 from $230 while maintaining its Overweight rating, saying the Q3 print addressed several investor concerns around capital expenditures, the gross margin profile of contracts, and Oracle's ability to deliver capacity on time."
"JPMorgan upgraded Oracle to Overweight from Neutral, citing the 55% decline in shares since mid-September and Oracle's delivery on its growth acceleration. The firm noted that investor sentiment had shifted from concerns about execution to confidence in the company's ability to capitalize on AI infrastructure opportunities."
Oracle Corporation delivered strong fiscal Q3 2026 results that addressed investor concerns regarding capital expenditures, gross margins, and capacity delivery timelines. The company achieved its first 20%+ organic total revenue and non-GAAP EPS growth in over 15 years, driven by AI-fueled cloud infrastructure demand that continues to exceed supply. Following the earnings report, Barclays raised its price target to $240, JPMorgan upgraded the stock to Overweight from Neutral citing improved risk-reward after a 55% share decline, and Piper Sandler reaffirmed its bullish outlook. Analysts highlight strength across software-as-a-service and maintenance segments, with Oracle's ability to deliver capacity on schedule reinforcing confidence in sustained growth momentum.
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