Goldman cuts target for Oracle stock to USD 206.00

Published on 10/26/2026 at 17:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Oracle's Investor Day follows on October 28, 2026. Oracle stock costs EUR 112.62 on October 26, 2026, 0.98 percent below the Xetra close.

Goldman target reset

Goldman Sachs cut its Oracle target from USD 240.00 to USD 206.00 on October 23, 2026.
Oracle's Investor Day is scheduled for October 28, 2026.
Oracle stock costs EUR 112.62 at Lang & Schwarz on October 26, 2026 at 5:42 p.m. CET, 0.98 percent below the Xetra close of October 23, 2026.
The NYSE valuation was USD 380.5 billion as of October 26, 2026.

Oracle Corp, US68389X1054, Illustration mit AI erstellt.

Oracle Corp (US68389X1054) faces a lower Wall Street valuation marker after Goldman Sachs cut its price target from USD 240.00 to USD 206.00 on October 23, 2026, while keeping a Buy rating, as Yahoo Finance reported. The target is 63.69 percent above the USD 125.85 NYSE price at 12:43 p.m. EDT on October 26, 2026. After the Xetra close, Oracle stock was trading at EUR 112.62 at Lang & Schwarz on October 26, 2026 at 5:42 p.m. CET, down 0.98 percent versus the Xetra close of October 23, 2026 at EUR 113.74.

Investor Day sets the next test

Oracle's next scheduled corporate event is Investor Day on October 28, 2026, according to Yahoo Finance. The date gives investors a near-term checkpoint for the company's long-range revenue and adjusted earnings per share ambitions.

Oracle's website describes the current AI infrastructure buildout as a 1.2 billion watt Texas data center plan involving 500,000 NVIDIA GPUs, with the page accessed on October 26, 2026. That operating scale helps explain why the October 28 agenda matters for the market's assessment of execution and funding needs.

What does the target cut change?

The Goldman target still stands 63.69 percent above the USD 125.85 NYSE price, but the USD 34.00 reduction narrows the valuation cushion assigned to Oracle's long-term expansion. The company had set fiscal 2030 goals of USD 225.00 billion in revenue and USD 21.00 in adjusted earnings per share at an analyst meeting on October 16, 2025, as Yahoo Finance reported.

Price position and valuation

The NYSE quote was USD 125.85 at 12:43 p.m. EDT on October 26, 2026, with a market capitalization of USD 380.5 billion and a P/E ratio of 19.74. Oracle's 52-week NYSE range was USD 114.50 to USD 287.00, leaving the quote 9.89 percent above the low and 56.15 percent below the high.

The primary-exchange volume was 10,843,037 shares at that timestamp. On Xetra, the October 23, 2026 close was EUR 113.74, while the Lang & Schwarz quote was EUR 112.62, a difference of EUR 1.12.

Oracle keeps building AI capacity

Oracle's website also lists AI Database availability in more than 200 data centers and NetSuite customers in more than 200 countries and dependent territories, as of October 26, 2026. Those figures point to a broad distribution base, while the analyst target cut places greater emphasis on how quickly infrastructure spending converts into profitable growth.

Investor dates and stock level

October 28, 2026 is the next dated corporate event identified in the reviewed material. The immediate market question is whether Oracle uses the event to clarify the path from contracted AI demand to revenue, margins and cash generation.

Stock remains below its Xetra close

Oracle stock was trading at EUR 112.62 at Lang & Schwarz on October 26, 2026 at 5:42 p.m. CET, 0.98 percent below the Xetra close of October 23, 2026 at EUR 113.74. The USD 206.00 Goldman target remains 63.69 percent above the USD 125.85 NYSE price at 12:43 p.m. EDT on October 26, 2026. The further course of trading is shown by the continuously updated real-time quote of Oracle Corp stock.