Bank of America Securities Raises BofA PT to $225 from $205

Bank of America Securities Raises BofA PT to $225 from $205

September 10, 2025 - Bank of America Securities has upgraded Oracle's stock rating from 'neutral' to 'buy' and increased its price target for the share from $205 to $225. The upgrade was based on the strong performance of Oracle's enterprise IT solutions group, as highlighted in its recent quarterly results Oracle: Bank of America upgrades stock^[3].

The broker noted a significant increase in remaining performance obligations (RPO) by 230% quarter-on-quarter, indicating Oracle's growing importance as a key computing platform for artificial intelligence (AI) Oracle: Bank of America upgrades stock^[3]. Additionally, BofA considered the cost of debt to be reasonable given the existing generation of free cash flow.

This upgrade reflects the firm's confidence in Oracle's continued growth and potential for improved valuation. The move comes amidst broader market trends that have seen increased investor interest in AI and enterprise IT solutions.

Key Points:
- Bank of America Securities upgraded Oracle from 'neutral' to 'buy'.
- Price target raised from $205 to $225.
- Strong quarterly results and increasing AI relevance were cited as key factors.
- The upgrade reflects investor confidence in Oracle's growth potential.