Oracle Gains Analyst Support on AI Cloud Growth

Oracle Corporation is drawing increased analyst attention as demand for its artificial intelligence cloud services drives growth expectations, with Mizuho Securities adding the company to its Top Picks list and setting a USD 320 price target. The October 8 report highlighted Oracle cloud expansion and financial challenges tied to investment.

According to Mizuho, Oracle recorded USD 638 billion in remaining performance obligations as of fiscal fourth quarter and could reach USD 226 billion in revenue by fiscal 2030, based on a projected 35 percent annual growth rate from fiscal 2026 to 2030.

The company reported fiscal first-quarter 2027 revenue of USD 19.345 billion, up 30 percent year over year, according to Oracle data cited by ad-hoc-news.de. Cloud revenue reached USD 11.607 billion, while cloud infrastructure revenue rose 121 percent to USD 7.4 billion.

Oracle also reported that remaining performance obligations increased by USD 209 billion year over year to USD 664 billion in fiscal first-quarter 2027. The company said it secured more than USD 30 billion in additional AI cloud contracts and delivered more than 300,000 graphics processors during the quarter.

Mizuho identified financing requirements and lower gross margins in the AI cloud business as risks. The firm noted Oracle may need outside financing for expansion and had announced plans to raise USD 45 billion to USD 50 billion through equity and debt.

MarketBeat reported that 47 analysts covering Oracle gave the stock a consensus Moderate Buy view, with an average 12-month price target of USD 251.72. The company posted quarterly earnings per share of USD 1.92, above the USD 1.74 analyst estimate, while revenue reached USD 19.34 billion.

Oracle recently declared a quarterly dividend of USD 0.50 per share, equal to USD 2.00 annually, according to MarketBeat. The dividend was scheduled to be paid on October 23, 2026, to shareholders of record on October 9, 2026.

Citizens maintained a Market Outperform rating and a USD 285 price target for Oracle, according to ad-hoc-news.de. The analyst view followed strong cloud infrastructure growth and continued focus on AI-related capacity expansion.

Oracle stock was recorded at EUR 126.71 during the pre-market phase at Lang and Schwarz on October 12, 2026, before the Xetra session opened. The company remains listed on the New York Stock Exchange under the ticker ORCL.