Oracle Stock Today (Nov 17, 2025): ORCL Slips as Credit Hedges Rise; Jefferies Reaffirms $400 Target and 80% Upside
Published: November 17, 2025 Key takeaways What moved Oracle stock today Jefferies sticks with $400 target, sees selloff as overdone.In a note published this morning, Jefferies’ Brent Thill reaffirmed a $400 target on Oracle, framing the recent drawdown as an opportunity. The call cites a still‑large non‑OpenAI backlog and argues Oracle’s capex approach limits upfront cash strain versus owning all the infrastructure outright. MarketWatch Hedging picks up in credit markets—Oracle included.An exclusive from Reuters says Saba Capital has been selling CDS protection on Oracle, Microsoft, Meta, Amazon, and Alphabet to banks seeking to hedge exposure to the sector’s accelerating, debt‑financed