Piper Sandler downgraded Oracle (ORCL) to Neutral from Overweight with a price target of $130, down from $190. The company’s share gain momentum in artificial intelligence workloads accelerates sales but could pressure margin and free cash flow in fiscal 2026 on cloud mix and rising capex, the analyst tells investors in a research note. Piper remains bullish on the next 3-5 year opportunity for Oracle but is moving to the sidelines ahead of fiscal 2026, which it sees as a year of investment.
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