Oracle(US:ORCL) Jin Rong Jie·2026-02-10 06:09Core Viewpoint - D.A. Davidson upgraded Oracle's stock rating from neutral to buy, maintaining a target price of $180, based on the reduction of significant risks associated with OpenAI, which were previously seen as the company's biggest unresolved issues [1] Group 1: Rating Change - D.A. Davidson's analyst, Gil Luria, believes that the market's sell-off of Oracle stock may have been excessive, although concerns about the company's outlook remain [1] - The upgrade reflects a positive shift in the outlook for Oracle's performance due to changes in the risk landscape related to OpenAI [1] Group 2: Financial Concerns - Oracle is facing substantial financial burdens, including $130 billion in debt and $248 billion in operating lease commitments, which are expected to weigh on the company in the coming years [1] - The company is in a precarious position and must perform exceptionally well to navigate out of its current challenges [1] Group 3: Potential Stock Pressure - Oracle's planned stock issuance may create selling pressure in the next 10 weeks, adding to the existing concerns about the company's financial health [1]