Barclays lowers Oracle's price target by 26% ahead of Q3 earnings

Barclays cuts Oracle (ORCL) price target ahead of Q3 FY2026 earnings, citing AI revenue upside but margin/EPS headwinds.

Oracle is under pressure from more than $100 billion in debt and massive layoffs as it pushes ahead with Larry Ellison’s 3-step transformation

The Larry Ellison-led software giant is remaking its cloud infrastructure to rival Amazon and Microsoft.