Analysts Slash Oracle’s (ORCL) Price Target After Backlog Linked Mostly to OpenAI

December 1, 2025

Analysts have recently adjusted their price targets for Oracle Corporation (NYSE:ORCL) due to concerns regarding its backlog largely tied to OpenAI. While DA Davidson has cut its target from $300 to $200, Deutsche Bank has maintained a positive outlook with a target of $375, highlighting the long-term potential of Oracle's AI capabilities despite current market concerns.

Analysts Slash Oracle’s (ORCL) Price Target After Backlog Linked Mostly to OpenAI

Key Highlights

DA Davidson lowered Oracle's price target from $300 to $200, maintaining a 'Neutral' rating.
Concerns were raised about an inflated backlog primarily linked to OpenAI.
Deutsche Bank reiterated a 'Buy' rating with a price target of $375.
Analysts believe the market is undervaluing Oracle's long-term AI potential.
Recent setbacks in share prices are attributed to worries over AI capacity commitments and capital expenditures.

Sources

This quick summary is automatically generated using AI based on reports from multiple news sources. The content has not been reviewed or verified by humans. For complete details, accuracy, and context, please refer to the original published articles.

Analysts Slash Oracle’s (ORCL) Price Target After Backlog Linked Mostly to OpenAI

Key Highlights

Sources

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