Oracle Drops but Analysts See 70 Percent Upside Ahead

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•  12 Nov 2025
 

•   ORCL  
   
  -0.27%

$ORCL fell another 4% today, continuing a rough stretch that’s wiped nearly 30% off its value since September’s rally. But while traders are shaking their heads, analysts aren’t blinking and some even see the pullback as a golden setup. According to Mizuho Securities Citi Panigaria, the current weakness in ORCL is an opportunity, not a warning sign. Her new price target implies nearly 70% upside to $400, backed by what she calls "persistent demand for cloud servers and AI-driven infrastructure."

Despite the dip, Oracle’s core AI and cloud segments are expanding, fueled by rising enterprise demand for GPU power and scalable data solutions. The company continues to invest aggressively, building new data centers in Abilene, Texas, and reporting no slowdowns in client demand. That confidence contrasts sharply with CoreWeave, which cut its growth forecast this week after data center delays and operational hiccups a stumble that may, ironically, highlight Oracle’s relative strength.

Mizuho’s bullish stance isn’t an outlier. Out of 46 firms covering the stock, most rate ORCL a “Buy” with only two calling for a “Sell” The consensus is that Oracle’s AI momentum and cloud expansion could turn recent pain into long-term gain if it can prove that AI-driven growth translates to profits. As analysts at Phillip Securities note, the real test isn’t about building data centers; it’s about monetizing billion-dollar AI deals efficiently.

Meanwhile, CoreWeave, one of the hottest AI infrastructure names this year, saw its stock tumble 16% Tuesday and another 2% today after missing revenue expectations. Despite booming demand for AI compute, the company’s aggressive capital spending and project delays have raised red flags about scalability and financial risk. Its CEO remains optimistic, pointing to renewed GPU contracts with NVDA, but traders are growing wary of whether the demand wave will hold steady or fade as newer chip generations hit the market.

For ORCL investors, this could be the classic setup: fear in the short term, conviction in the long term. The next earnings in December may decide if the optimism is justified or if the market still isn’t ready to price in Oracle’s AI story.

Curious whether this drop is the buy-the-dip moment analysts are betting on? Dive into the full analysis and see what could fuel the next $ORCL rebound.

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