Oracle shares have taken a beating recently — down more than 19% in the past month — but Wall Street’s view is far from unanimous. DA Davidson this week upgraded ORCL to Buy (from Neutral), keeping a $180 price target and arguing that the market has likely overreacted to recent OpenAI-related concerns. “In the past, we had been very critical of Oracle and OpenAI, but believe the market is now more appropriately reflecting the risks involved, especially in this relationship,” analyst Gil Luria told clients. He noted Oracle’s slide from an intraday high of $345 on Sept. 11 to roughly $143, and said related weakness in Nvidia and Microsoft suggests sentiment tied to OpenAI has gone too far to the downside. Other large firms are even more bullish: Guggenheim and Jefferies carry $400 price targets, signaling strong conviction in Oracle’s long-term upside. Guggenheim, in particular, highlights Oracle’s strategic positioning, financial discipline, and growth runway — calling it the top opportunity in the software space alongside peers such as Palantir and Microsoft. The DA Davidson upgrade helped spark a rally of more than 10% in ORCL shares, but skeptics remain. Persistent worries about a cooling software market and Oracle’s sizable debt load as it pours capital into cloud growth keep some analysts conservative. Still, bullish sentiment dominates: most analysts are forecasting Oracle to trade well above $300 over the longer term. Why crypto readers should care: Oracle’s cloud and AI positioning — and its ties to major AI players — matter for blockchain projects and crypto firms that rely on cloud infrastructure and advanced AI tooling. Moves in Oracle’s stock and strategy can ripple through the broader tech stack that many crypto services depend on. Read more AI-generated news on: undefined/news

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