Oracle price target raised to $180 from $150 at Stifel

Stifel raised the firm’s price target on Oracle (ORCL) to $180 from $150 and keeps a Hold rating on the shares after total revenue and EPS both came in above the high-end of constant currency guidance for fiscal Q4 and management raised the FY26 revenue guide to greater than $67B. There is “no question this growth acceleration is positive,” but it is coming with a cost as operating income growth is likely to lag revenue growth in coming quarters and the company will probably need to raise capital to fund increased capex needs, the analyst tells investors in a post-earnings note.