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UBS's Karl Keirstead lowered their price target on Oracle (NYSE: ORCL) by 14.5% from $380 to $325 on 2025/12/12. The analyst maintained their Strong Buy rating on the stock.

Oracle reported its Q2 2026 earnings.

Cutting their price target in response, Keirstead cited the 13% revenue growth and 66% cloud infrastructure growth misses against consensus, and management's messaging on leverage and financing.

That said, the analyst added that Oracle's $523B deal backlog and its 2H FY 2027 conversion potential were the reasons for their reiterated Buy rating.

Earnings Report

For Q2 2026, Oracle reported:

• EPS of $2.26, which beat the Zacks Consensus Estimate by 38.65% and Q2 2025 by 54%.
• Revenue of $16.1B, which missed the Zacks Consensus Estimate by 0.55% but was up 14% Y/Y.

Management guided:

For Q3 2026:

• EPS of $1.70 to $1.74, representing 16% to 18% Y/Y growth.
• 19% to 21% Y/Y revenue growth.

For FY 2026:

• Revenue of $67B (unchanged).

Chairman Larry Ellison commented: "Oracle sold Ampere because we no longer think it is strategic for us to continue designing, manufacturing, and using our own chips in our cloud datacenters.

"We are now committed to a policy of chip neutrality where we work closely with all our CPU and GPU suppliers.

"Of course, we will continue to buy the latest GPUs from NVIDIA, but we need to be prepared and able to deploy whatever chips our customers want to buy.

"There are going to be a lot of changes in AI technology over the next few years, and we must remain agile in response to those changes."