Jefferies analyst: Oracle down 50% but in ‘better spot’ with accelerating growth
Quick Read Oracle (ORCL) is down 50% from its OpenAI deal announcement peak and trades at $158.81 vs. Jefferies’ $320 price target. Infrastructure cloud revenue grew 68% in Q2 FY2026, and RPO surged 438% YoY to $523B. Oracle’s cloud business is accelerating while institutional sentiment hit extreme lows, creating a contrarian setup ahead of March 10 earnings. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. Oracle (NYSE:ORCL) has had a brutal run since its ...