UBS Cuts Oracle (ORCL) Target but Sees Funding Clarity as a Catalyst

Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Analysts Are Watching. On February 2, UBS analyst Karl Keirstead lowered the price target on the stock to $250.00 (from $280.00) while maintaining a Buy rating. The firm sees ORCL’s recent funding clarity as a potential catalyst despite equity dilution concerns. “Right ahead of a planned debt issuance, Oracle press-released some incremental disclosures about its funding needs in 2026, required to finance the build-out of AI infrastructure.” Oracl ...