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Oracle Faces Capital Scrutiny Amidst Analyst Price Target Adjustments

By Stocks Desk · 2026-09-09 · Updated 2026-09-09 19:26 UTC
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Illustration: Tradingbird

Scotiabank has cut Oracle's price target to $215 but maintains an Outperform rating, arguing that the stock is set for a rally as negative news is priced in. This view aligns with Morgan Stanley's constructive stance, while Wall Street's average target remains significantly higher at $241.43 ahead of Thursday's earnings release.

  • New details from GN markets/earnings (en-US) reveal that Scotiabank views Oracle as a tactical buy, arguing that negative sentiment is fully priced in and leaving room for upside from potential AI demand catalysts. The note also highlights that retail sentiment has shifted to 'extremely bullish' ahead of Thursday's report.

    Source: GN markets/earnings (en-US)

  • Scotiabank cut Oracle's price target to $215, arguing that negative sentiment is fully priced in. The company faces heavy capital demands for AI infrastructure while preparing to report earnings Thursday.

    Source: GN markets/earnings (en-US)
Based on reporting by GN markets/earnings (en-US) and GN markets/earnings (en-US), compiled by the Tradingbird desk.

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