Analyst Price Target News: Week of March 13th, 2026

This week, analyst activity was driven by major earnings releases in enterprise technology. Oracle reported 20% revenue growth and raised its FY2027 target to $90 billion, while Marvell beat estimates on the strength of its AI data center business. Both results triggered broad analyst price target revisions across Wall Street. Track full analyst coverage for ORCL and MRVL on AnaChart.

By: Michael Muchugia

Oracle Reports 20% Revenue Growth, Raises FY2027 Target to $90 Billion

ORCL price target — The ORCL price target is the focus of this week’s analyst revision activity. Multiple covering firms adjusted their views based on recent results and guidance. Track the full ORCL price target history on AnaChart.

Oracle reported fiscal third-quarter 2026 results on March 10, after the bell. Principal Financial Officer Doug Kehring said on the earnings call that the company had “a tremendous quarter that exceeded expectations across the board,” adding it was “the first quarter in over 15 years where both organic total revenue and organic non-GAAP EPS grew at 20% or better in USD.” Non-GAAP EPS came in at $1.79, above the $1.70 consensus estimate, while cloud infrastructure revenue reached $4.888 billion, up 84% year over year. Multicloud database revenue grew 531% year over year, and AI infrastructure revenue grew 243%.

Remaining performance obligations — Oracle’s measure of contracted future revenue — expanded to $553 billion. Management raised its fiscal 2027 revenue target to $90 billion, ahead of the prior Street consensus of $86.63 billion. In the press release, Oracle said: “The demand for cloud computing for AI training and inferencing continues to grow faster than supply.” On the call, Chairman and Chief Technology Officer Larry Ellison said: “Thank God we have these coding tools now that allow us to build a comprehensive set of software, agent-based software, to implement, to automate a complete ecosystem like healthcare or financial services.” The company announced plans to raise $45 billion to $50 billion in the fiscal year to expand cloud infrastructure capacity, and noted that AI capacity delivered in Q3 carried a gross margin of 32%, within the 30% to 40% range outlined in October. Ahead of earnings, RBC Capital’s Rishi Jaluria had maintained a Hold and lowered his target to $160 from $195, citing execution risk related to Stargate financing commitments and Oracle’s leverage profile.

Analysts Adjust Oracle Price Targets Following Earnings

Siti Panigrahi (Mizuho) — reiterated Outperform, maintaining price target at $400.
Brent Thill (Jefferies) — reiterated Buy, maintaining price target at $320, noting “clean beat across the board, with backlog of $553B.”
Mark Moerdler (Bernstein SocGen) — raised price target to $319 from $313, citing strong execution and increased FY2027 revenue guidance.
John DiFucci (Guggenheim) — reiterated Buy, maintaining price target at $400.
Raimo Lenschow (Barclays) — lifted price target to $240 from $230, citing Q3 as addressing investor concerns on capex trajectory and new-contract gross margin profile.
Alex Zukin (Wolfe Research) — reiterated Outperform, maintaining price target at $215, noting the ORCL story remains centered on backlog growth.
Kirk Materne (Evercore ISI) — maintained price target at $220.
Brian Schwartz (Oppenheimer) — pushed price target to $210 from $185, pointing to 84% OCI growth and operating margin expansion.
Billy Fitzsimmons (Piper Sandler) — trimmed price target to $210 from $240, describing the quarter as a “solid F3Q26 print.”
Derrick Wood (TD Cowen) — lowered price target to $250 from $350 ahead of earnings, commenting the quarter represented a turning point for the stock.
Jackson Ader (KeyBanc) — reiterated Overweight, maintaining price target at $300, commenting execution delivered in-period upside.
Gil Luria (D.A. Davidson) — bumped price target to $200 from $180, calling Oracle attractively valued at approximately 25 times forward earnings.
Rob Oliver (Baird) — lowered price target to $200 from $300, maintaining an Outperform rating.
Keith Bachman (BMO Capital) — trimmed price target to $200 from $205, maintaining coverage.
Rishi Jaluria (RBC Capital) — held price target at $160, pointing to debt load exceeding $100 billion, negative free cash flow, and Stargate execution risk.

According to a recent MarketWatch report, Oracle delivered 22% revenue growth in the quarter, while Oracle Cloud Infrastructure revenue surged 84% year over year, reinforcing the view among several analysts that demand for AI training workloads is accelerating. Research notes also pointed to the company’s ability to secure upfront customer commitments for AI infrastructure and its expanding multicloud database business as factors that could support higher-margin services as cloud adoption scales.

Which Analyst Has the Current Best Track Record on ORCL?

According to AnaChart, Siti Panigrahi of Mizuho has the strongest track record among actively covered ORCL analysts, hitting 95% of price targets across 20 predictions, with an average of 166 days to target.

Marvell Technology Posts Record Full-Year Revenue of $8.2 Billion, Raises Fiscal 2027 Outlook on Data Center Strength

Marvell Technology reported fiscal fourth-quarter 2026 results on March 5. In the earnings press release, Chairman and CEO Matt Murphy said: “Marvell delivered record fiscal 2026 revenue of $8.195 billion, growing 42% year-over-year, driven by robust AI demand.” Murphy added: “We expect year-over-year revenue growth to accelerate each quarter in fiscal 2027, driven by continued strength in our data center business, with bookings continuing to grow at a record pace.” For the quarter, Marvell reported revenue of $2.219 billion — a 22% year-over-year increase and $19 million above the midpoint of guidance — with non-GAAP EPS of $0.80, one cent ahead of expectations. Data center revenue reached $1.651 billion, representing approximately 74% of total revenue.

On the earnings call, Murphy said the interconnect business had grown “from zero to $1.5 billion,” noting it is “fully underwritten” by customer NRE contributions, and that the recently closed acquisitions of Celestial AI and XConn Technologies “significantly enhance Marvell’s position in the rapidly emerging AI scale-up networking market.” Management guided first-quarter revenue of $2.40 billion and raised its fiscal 2027 revenue target to approximately $11 billion. Morgan Stanley’s Joseph Moore, who maintained an Equal-Weight rating, noted in a research note cited by TheStreet that analysts expect approximately 0.25% quarter-over-quarter gross margin dilution through calendar 2026 and approximately 0.5% in 2027, driven by the custom silicon product mix.

Analysts Adjust Marvell Technology Price Targets Following Earnings

Christian Schwab (Craig-Hallum) — raised price target to $164 from $141, the highest on Wall Street, citing networking and AI product cycle strength.
Mark Lipacis (Evercore ISI) — lifted price target to $155 from $133, maintaining an Outperform rating following the March 5 release.
Hans Mosesmann (Rosenblatt) — pushed price target to $140 from $115, maintaining a Buy rating.
Harlan Sur (JPMorgan) — raised price target to $135 from $130, expecting sustained data center growth with non-AI cyclical segments recovering gradually.
Craig Ellis (B. Riley Securities) — bumped price target to $135 from $130.
John Vinh (KeyBanc) — reiterated Overweight, maintaining price target at $130, describing results as solid with higher guidance.
Chris Caso (Wolfe Research) — reiterated Outperform, maintaining price target at $125, noting Marvell has a lot of irons in the AI fire.
Srini Pajjuri (RBC Capital) — moved price target to $115 from $105.
Timothy Arcuri (UBS) — reiterated Buy, maintaining price target at $120.
Tore Svanberg (Stifel) — adjusted price target to $120 from $114.
Vivek Arya (BofA Securities) — upgraded from Neutral and lifted price target to $110 from $90, citing improved visibility on custom chip programs with Microsoft and Amazon.
Gary Mobley (Loop Capital) — reiterated Buy, maintaining price target at $120.
Atif Malik (Citi) — raised price target to $118 from $113.
Tom O’Malley (Barclays) — reiterated Equalweight, maintaining price target at $105.
Joseph Moore (Morgan Stanley) — nudged price target to $103 from $95, reflecting higher revenue estimates partially offset by gross margin dilution assumptions.
James Schneider (Goldman Sachs) — trimmed price target to $100 from $90, maintaining a Neutral stance.
C.J. Muse (Cantor Fitzgerald) — reiterated Neutral, maintaining price target at $100, describing earnings as very upbeat.

Analysts covering Marvell have increasingly highlighted the structural expansion of the custom silicon market as hyperscalers shift away from general-purpose processors toward application-specific chips optimized for artificial intelligence workloads. A January 2026 Bloomberg Intelligence report projects the AI accelerator market could reach approximately $604 billion by 2033, with custom ASIC designs gaining traction among cloud providers seeking greater efficiency and architectural differentiation. Several research firms note that this shift is creating new opportunities for semiconductor companies with strong networking and custom chip capabilities — areas where Marvell has been expanding its presence through its data-center and AI infrastructure products.

Which Analyst Has the Current Best Track Record on MRVL?

According to AnaChart, Joseph Moore of Morgan Stanley has the strongest track record among actively covered MRVL analysts, hitting 95.56% of price targets across 45 predictions, with an average of 126 days to target.

Wall Street Initiates Coverage on SOLV Energy with Ten Buy-Equivalent Ratings Following February Nasdaq IPO

SOLV Energy (Nasdaq: MWH), a San Diego-based provider of engineering, procurement, and construction services for utility-scale solar and battery storage projects, completed its Nasdaq IPO on February 10, 2026. In an interview with Reuters, CEO George Hershman said: “It gives us a lot of visibility into the next 24 to 36 months as we see this backlog continue to move through the business and it gives us a lot of certainty of how the business will perform moving forward.” In a separate interview with Latitude Media, Hershman said: “We’re in an energy deficit. We need to build energy to support the digital economy. If we’re going to do that, then lots of forms of energy need to move forward. Solar is the lowest cost, fastest to deploy.” According to the company’s SEC filing, SOLV has a nearly $8 billion backlog of solar and storage projects and built one in every nine megawatts of U.S. utility-scale solar installed between 2014 and 2024. FY2025 estimated revenue was $2.46 billion to $2.50 billion, up approximately 33% to 35% year over year. Per San Diego Business Journal, Hershman described current demand driven by data center development and manufacturing reshoring as “historic.”

Analysts Initiate Coverage on SOLV Energy

UBS — initiated with a price target of $42.
Ben Kallo (Baird) — initiated with a price target of $36.
Joseph Osha (Guggenheim) — initiated with a price target of $35.
Steve Fleishman (Wolfe Research) — initiated with a price target of $35.
Roth MKM — initiated with a price target of $35.
Mark Strouse (JPMorgan) — initiated with a price target of $34.
Nicholas Amicucci (Evercore ISI) — initiated with a price target of $34.
Sangita Jain (KeyBanc) — initiated with a price target of $34.
Marc Bianchi (TD Cowen) — initiated with a price target of $32.
Julien Dumoulin-Smith (Baml) — initiated with a price target of $32.

A December 2025 report from Wood Mackenzie and the Solar Energy Industries Association estimates U.S. grid operators currently have roughly 160 gigawatts of new large-load requests under development, with solar viewed as one of the fastest and lowest-cost technologies available to meet that demand. Research firms note that the rapid expansion of utility-scale solar projects is increasing demand for engineering, procurement, and construction contractors — the core business segment in which SOLV Energy operates.

Analyst views on the ORCL price target are documented in full below, including each target change, rating action, and date.