Oracle Stock (ORCL) Battles Target Cuts Ahead of Q3: Here’s What Crowd Wisdom Shows

Oracle’s (ORCL) shares fell about 3% on Monday afternoon as analysts lowered their price targets but reaffirmed Buy ratings ahead of the software giant’s third-quarter fiscal 2026 earnings release tomorrow. Similar caution is also evident among thousands of investors based on activities in the recent quarter, according to TipRanks’ Crowd Wisdom tool.

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**Wall Street Takes Cautious Stance on Oracle **

In reassessing Oracle’s shares ahead of the earnings release, analysts sent mixed signals as they reaffirmed their Buy ratings due to the company’s positioning for the AI infrastructure boom but also trimmed targets on worries over pressure on profit margins and financing concerns.

Barclays analyst Raimo Lenschow emphasized the same point in slashing his ORCL price target by 26%, from $310 to $230.

The ratings come despite Wall Street expecting Oracle’s adjusted earnings per share to be up by 16.3% year-over-year to $1.71. The Texas-based company is also expected to have grown its revenue by 20% to $16.9 billion.

In recent years, Oracle has delivered a mix of earnings beats and misses, as the image below shows.

Here’s What Crowd Wisdom Shows

Based on the activities of over 853,000 investors in the most recent quarter, the sentiment on Oracle remains positive, with 3.4% of all portfolios holding the company’s shares. Over the last 30 days, 3.5% of portfolios added Oracle to their holdings, while only a smaller 0.3% have done so over the last seven days.

In some respects, this compares more favorably to tech leaders such as Alphabet (GOOGL), which has only attracted 1.9% additions over the last 30 days and has seen 0.3% exit in the last seven days. Meta (META) is also down 0.2% over the last week and has only seen 0.6% additions over the past month.

Chipmaker Nvidia (NVDA), which is currently the most valuable company in the world, sits in a significantly larger 18.8% of portfolios but has seen a 0.1% exit over the past week and only 1.4% additions in the last month.

Top Investors Flag Caution on Oracle’s Shares

However, while filtered for the top 170,000 investors, caution also emerges, with Oracle holding a Neutral sentiment, a marginal 0.3% addition over the last seven days, and a 0.7% exit over the past 30 days.

Is Oracle a Buy, Sell, or Hold?

Across Wall Street, Oracle’s shares remain a Strong Buy based on analysts’ consensus rating. This breaks down to 26 Buys and six Holds issued over the last three months.

In addition, the average ORCL price target of $265.10 implies about a 78% upside.

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