Oracle Stock Could See 29% Upside According to Bank of America

3 hours ago 2

Joel South

Tue, March 24, 2026 astatine 10:02 AM CDT 4 min read

Oracle (ORCL) reported unreality infrastructure gross maturation of 84% year-over-year to $4.89B successful Q3 FY2026, with remaining show obligations of $553B (up 325% YoY) providing exceptional visibility into contracted aboriginal revenue, portion Bank of America upgraded the banal to Buy with a $200 terms target.
Oracle indispensable person its monolithic contracted backlog into recognized gross portion managing a $50B capex programme and antagonistic escaped currency travel of -$24.7B arsenic it scales AI infrastructure capableness to conscionable request that exceeds supply.
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Oracle (NYSE:ORCL) has had a turbulent agelong heading into this expert call. Shares are down 24.20% year-to-date and astir 55% beneath their 52-week precocious of $345.72. Currently trading astir $147.94, the banal is inactive inspiring immoderate anticipation among the broader expert community, which carries a statement people of $249.02, reflecting a much optimistic longer-term view.

Bank of America expert Tal Liani has reinstated sum with a Buy standing and a $200 terms people from existent levels. That people sits beneath the Street statement but makes a focused, near-term lawsuit rooted successful AI infrastructure demand. Can ORCL realistically scope $200 by extremity of 2026, and what would request to spell right?

Liani's thesis centers connected what helium calls "large and disposable gross potential" from accelerating AI infrastructure demand. Oracle's remaining show obligations deed $553 cardinal successful Q3 FY2026, up 325% year-over-year, representing contracted aboriginal gross with exceptional visibility. Cloud infrastructure gross grew 84% year-over-year to $4.89 cardinal past quarter, and absorption has stated that AI-driven request continues to transcend supply. Liani adds that Oracle indispensable inactive beryllium it tin present capacity, person long-dated contracts into revenues, and negociate a capital-intensive buildout , a credible acceptable of conditions that keeps the telephone grounded.

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AI Infrastructure Demand: Oracle's unreality infrastructure conception is increasing astatine a compounding pace. IaaS gross has accelerated from 52% maturation successful Q4 FY2025 to 84% successful Q3 FY2026, with absorption noting request exceeds disposable supply.
Locked-In Revenue Backlog: The $553 cardinal RPO is contracted aboriginal revenue, not speculative pipeline. CEO Safra Catz noted that "most of the gross successful this 5-year forecast is already booked successful our reported RPO," pointing toward a five-year OCI roadmap that reaches $144 cardinal successful yearly gross by FY2030.
Multicloud Positioning: Oracle databases are embedded crossed Amazon, Google, and Microsoft unreality environments. Multicloud database gross surged 531% year-over-year successful Q3, creating a recurring, sticky gross watercourse that diversifies Oracle's maturation beyond immoderate azygous platform.