Quick overview

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Oracle (NYSE: ORCL) has been under pressure and has been declining for the entire month. Shares have since extended losses into the low $200s after closing at roughly $210 on November 21, down by more than 6% yesterday

This puts ORCL on track for its worst monthly performance since 2011, representing a roughly 19–20 percent decline from its mid-November highs, which were close to $263. The stock is still up about 35% so far this year, but the recent decline has wiped out most of the post-earnings gains from earlier in 2025.

A significant downgrade from Piper Sandler on April 23, 2025, which reduced their target from $190 to $130 and changed to Neutral, aligns with a $150 target. Citing worries about cloud competition and margins at the time, this was an anomaly amid more general bullishness.

However, none of the big companies have recently reaffirmed or clustered around $150; instead, most have increased their goals following AI deals. With more than thirty analysts predicting significant upside, the consensus remains a moderate buy. The average 12-month target ranges from approximately $322–$344, up 46–56 percent from $220.

Range: $130 to $175 (conservative, e.g., The g. Stephens at $167); high $410–$430 (bullish on AI, Citigroup).

Bernstein has raised its target to $364 for September 2025, while TD Cowen targets $275 for July 2025 after OpenAI’s expansion. Long-term projections are positive, with a model predicting a decline to $212 by November 2025,  recovering to $230 by December, and growing to over $313 by the end of 2026, driven by cloud and AI interest.