Why did Mizuho upgrade Oracle?

Due to strong cloud growth that offsets concerns over heavy capital spending.

What is Mizuho's new price target for Oracle?

The new price target is $140 per share.

Mizuho Backs Oracle: Cloud Growth Offsets Capex Concerns

Q: What is Oracle's current stock price?

Oracle shares currently trade around $125.

Mizuho analyst upgraded Oracle (ORCL) from Neutral to Buy, with a new price target of $140, driven by strong cloud growth that helps offset concerns over heavy capital spending. The stock is trading near its 52-week high.

June 15, 2026

2 min read

Source: GuruFocus.com

Mizuho analyst upgraded Oracle Corporation (NYSE: ORCL) from Neutral to Buy, setting a new price target of $140, citing strong cloud growth that helps offset concerns over heavy capital spending.

Rating Change

Previous Rating: Neutral
New Rating: Buy
Previous Price Target: Not specified
New Price Target: $140
Report Date: June 15, 2026

Analyst Rationale

The analyst believes Oracle's robust cloud business growth compensates for elevated capital expenditure on infrastructure. Strong demand for cloud services supports revenue expectations.

Context

Oracle shares currently trade around $125, up nearly 20% year-to-date. Most analysts covering the stock rate it Buy or Overweight, with an average price target of $135. This upgrade follows Oracle's strong quarterly earnings report.

What to Make of It

Mizuho's endorsement reflects growing confidence in Oracle's ability to convert capital spending into revenue growth via its cloud business. Investors may see this as additional support for the stock, though actual performance remains key.

Frequently Asked Questions

Mizuho upgraded Oracle from Neutral to Buy with a $140 price target.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.