12 September 2025 | 11:18AM PDT Oracle Corp. (ORCL) Updating Model and PT following F2Q26 Results ORCL 12m Price Target: $310.00 Price:$307.86 Upside: 0.7% We are raising our PT on Oracle to $310 but maintaining our Neutral rating following F2Q26 results. F2Q26 results came in below consensus on Revenue (-1%), Gross Profit (-3%), while OpM came in +60bps above; FCF was -123% vs. consensus, as CapEx came in +62% higher than expected. What stood out was the substantial revision to OCI revenues over the next ...