1 Supercharged Artificial Intelligence (AI) Stock to Buy Before It Soars to $1 Trillion by 2028, According to Wall Street

Core Insights - The ongoing transformation in the technology landscape driven by artificial intelligence (AI) is significant, with many of the world's most valuable companies having strong ties to AI [2][4][11] - Oracle is positioned to benefit from this trend, with a market cap of $705 billion and a strong growth outlook fueled by AI and cloud solutions [4][12] Company Performance - Oracle's revenue for fiscal 2025 fourth quarter reached $15.9 billion, an 11% year-over-year increase, with adjusted earnings per share (EPS) of $1.70, up 4%, both exceeding Wall Street estimates [7] - The company's remaining performance obligation (RPO) surged 41% year over year to $138 billion, indicating strong future revenue potential [10] Growth Projections - CEO Safra Catz anticipates cloud revenue growth to accelerate to 40% in fiscal 2026, up from 24%, significantly outpacing larger cloud competitors [8][9] - Oracle is expected to generate revenue of $66.8 billion in fiscal 2026, with a forward price-to-sales (P/S) ratio of about 11, and could achieve a $1 trillion market cap by 2028 if it reaches approximately $95 billion in annual revenue [12] Market Opportunity - The market for generative AI is projected to be worth as much as $15.7 trillion annually by 2030, presenting a substantial opportunity for Oracle to capture a portion of this growth [13][14] - Management's long-term outlook suggests revenue could reach at least $104 billion by fiscal 2029, aligning with Wall Street's forecasts [12][13]