Cantor Fitzgerald Rates Oracle (ORCL) Overweight
Key Points
- Cantor Fitzgerald reiterated its Overweight rating on Oracle Corporation with a $284 price target on October 22, 2026.
- Cantor Fitzgerald's $284 price target implies 125.38% upside from Oracle Corporation's ($ORCL) current $126.01 share price.
- Oracle Corporation recently traded around $129.10, well below its analyst price targets and moving averages.
- The infrastructure software firm reported trailing twelve month revenue of $71.8 billion alongside a net profit margin of 26.4%.
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Cantor Fitzgerald reaffirmed its Overweight rating on Oracle Corporation [NYSE: ORCL] alongside a $284.00 price target on October 22, 2026. The research note kept the firm's outlook on the software maker steady without altering its prior target.
ORCL
Oracle Corporation
Cantor Fitzgerald vs. the S&P 500
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Cantor Fitzgerald's Call on Oracle Corporation
On October 22, 2026, Cantor Fitzgerald maintained its Overweight stance on Oracle Corporation, leaving its price target unchanged at $284.00 compared to its previous level.
Other Institutional Activity in Oracle Corporation
Other large funds adjusted their stakes recently. PensionDanmark Pensionsforsikringsaktieselskab grew its holdings by 24,007 shares, ending with 337,591 shares worth about $46.4 million. Sumitomo Mitsui DS Asset Management Company added 20,689 shares for a total of 340,598 shares valued at roughly $46.8 million. Conversely, Y-Intercept sold out its entire position by shedding 146,923 shares, and Accurate Wealth Management cut its stake by 55.2% to finish with 8,777 shares worth about $1.3 million.
Oracle Corporation Stock Down 3.9%
Oracle Corporation shares recently changed hands around $129.10 as of October 22, 2026, matching the previous close of $129.13 on October 21. The stock trades below its 50-day moving average of $144.04 and sits well under its 52-week high of $287.19.
$ORCL price target
Oracle Corporation daily closes and this analyst's $284 target. Not advice.
Recent Earnings
Oracle Corporation generated $71.8 billion in trailing twelve month revenue with a net profit margin of 26.4%. The company posted earnings of $6.38 per share over the same period, supported by a return on equity of 41.2%. The firm's next earnings report is scheduled for December 14, 2026.
Dividend
Oracle Corporation pays an annual dividend of $2.00 per share, giving investors a dividend yield of 1.55%. The company directs 31.4% of its earnings toward dividend payouts.
Insider Buying and Selling at Oracle Corporation
Insiders completed several transactions leading up to the analyst update. Chief Executive Officer Michael D. Sicilia sold 10,882 shares on September 16, 2026, at an average price of $139.94 for $1.5 million, and later sold 22,562 shares on September 22 at $151.59 for $3.4 million. Maria Smith sold 2,631 shares on September 22 at $151.70 for roughly $399,123. Meanwhile, director Stephen H. Rusckowski bought 25,000 shares on September 29 at $139.35 for about $3.5 million.
Analysts Set New Price Targets
Wall Street firms have active coverage on the stock. Stifel maintained its Buy rating on September 11, 2026, while lowering its target from $220.00 to $200.00. Freedom Broker kept a Buy rating on September 14, adjusting its target from $210.00 to $205.00. Argus Research reiterated a Buy rating at $225.00 on September 14, and Citizens maintained a Market Outperform rating at $285.00 on October 2. Consensus ratings stand at a buy with 41 analysts offering opinions and a mean price target of $237.36.
About Oracle Corporation
Headquartered in Austin, Texas, Oracle Corporation delivers enterprise information technology infrastructure, software frameworks, and cloud solutions to clients worldwide. The company employs 141,000 people and focuses on building scalable data systems for large businesses.
Bottom Line
Cantor Fitzgerald's decision to keep its Overweight rating leaves its target well above current market levels. Investors will watch for upcoming earnings reports on December 14, 2026, to gauge infrastructure demand.
Related Filing Alerts
Source: Cantor Fitzgerald's rating change on $ORCL (Oct 22, 2026). Written by software, not financial advice. How we make alerts