Guggenheim sees more room for Oracle to run. Analyst John DiFucci hiked his price target on the software stock by $30 to $250, which reflects 20.1% upside over Tuesday’s closing level. That $250 target marks a new high on Wall Street, according to LSEG. DiFucci reiterated his buy rating and said the firm continues to view the stock as a best idea. “We believe ORCL is on the precipice of a narrative shift that has been decades of technology innovation in the making,” DiFucci wrote to clients in a Tuesday note. “While the timing of bookings and capacity coming online is less certain, we believe it’s clear that revenues will likely accelerate in a big way in FY26 and FY27 and operating income (and EPS) should follow suit.” DiFucci’s updated call comes after Guggenheim hosted a day of virtual meetings with Ken Bond, Oracle’s senior vice president for investor relations, on Monday. Following this meeting, DiFucci said the company’s fiscal 2029 target of $104 billion in total revenue is too low. He said developments at the company remind him of the early 2000s when real application clusters and other drivers allowed the stock to appreciate for a decade. Shares ticked 1.1% higher before the bell on Wednesday. The stock has rallied nearly 25% in 2025, on track for its sixth positive year of the last seven. Most analysts covering the stock are bullish. Of the 41 who cover it, 26 have a buy or strong buy rating, according to LSEG. Another 15 rate the stock as a hold.
