Wall Street analysts have reiterated a 'Moderate Buy' rating on Oracle Corporation (ORCL), citing steady enterprise demand and accelerating cloud revenue momentum. The consensus view underscores confidence in Oracle’s long-term transformation despite macroeconomic headwinds.
- Oracle (ORCL) maintains a 'Moderate Buy' rating from multiple Wall Street analysts as of December 2025.
- Cloud revenue grew 24% year-over-year, driven by IaaS and PaaS expansion.
- Total revenue reached $12.8 billion in Q4 2025, with operating income up 10%.
- Recurring revenue now represents 59% of total sales, up from 53% a year ago.
- Stock trading at $142, below its 52-week high of $158.
- AI-integrated database and cloud services are key growth enablers in enterprise markets.
Oracle Corporation (ORCL) has retained a 'Moderate Buy' rating from multiple Wall Street analysts, reflecting continued institutional confidence in the company’s strategic direction. The recommendation, issued in late December 2025, comes amid a broader reassessment of enterprise software stocks following fourth-quarter performance trends and updated cloud service metrics. Analysts point to Oracle’s cloud revenue growing at a year-over-year rate of 24% in the most recent fiscal quarter, with infrastructure-as-a-service (IaaS) and platform-as-a-service (PaaS) segments expanding faster than the broader market. This growth is attributed to increased adoption of Oracle’s autonomous database and AI-integrated cloud solutions, particularly in financial services and government sectors. The company reported total revenue of $12.8 billion for the quarter ended November 30, 2025, with operating income rising 10% year-on-year. These figures support the view that Oracle is successfully transitioning from legacy on-premise systems to subscription-based cloud offerings, a shift that has driven a 17% increase in recurring revenue share of total sales. The 'Moderate Buy' rating suggests cautious optimism, with analysts citing valuation relative to peers and the ongoing execution of Oracle’s AI roadmap as key factors. The stock, trading at approximately $142 per share, remains below its 52-week high of $158, potentially offering upside if cloud momentum sustains into 2026.