Oracle Corporation (NYSE:ORCL) is one of the Top AI Stocks in the Spotlight on Wall Street. On September 26, Bernstein analyst Mark Moerdler reiterated its Buy rating on the stock and raised its associated price target to $364.00 (from $363.00). According to the firm, Oracle’s updated guidance reflects an increase in revenue, with expectations of $144 billion in OCI revenue by FY30. Oracle’s strategic contracts, such as the $30 billion annual deal with OpenAI Cloud, are factors anticipated to boost financ ...

Oracle Corporation (NYSE:ORCL) is included among the 15 Best Performing Dividend Stocks So Far in 2025. Oracle’s (ORCL) Dividend Reliability and its Best Performing in 2025 Status Image by Steve Buissinne from Pixabay Oracle Corporation (NYSE:ORCL) began as a leader in database management and continues to dominate that field, but in recent years, the company has shifted much of its attention toward expanding its cloud infrastructure business, a move that has significantly boosted revenue. The surge in ...

Group 1 - Oracle Corporation is recognized as a significant AI stock to monitor, with Deutsche Bank reiterating a "Buy" rating ahead of earnings, highlighting the strong track record of capital allocation by executives [1] - TD Cowen analyst Derrick Wood also maintains a "Buy" rating with a price target of $325.00, anticipating a 10% constant currency growth in the upcoming earnings report [2] - There is strong demand for Oracle Cloud Infrastructure (OCI) from major customers, indicating momentum in multi-cloud deployments and Fusion migrations, with expectations for a robust OCI outlook for FY26 [2] Group 2 - While Oracle is seen as a potential investment, some analysts suggest that other AI stocks may offer greater upside potential and lower downside risk [3]

Core Viewpoint - Oracle has shown strong performance over the past five years but is currently facing challenges, with a 7% drop in shares in 2025, despite a significant long-term growth potential in the cloud infrastructure market [1][2][3]. Financial Performance - Oracle reported an 8% year-over-year increase in revenue and a 4% rise in adjusted earnings, which fell short of Wall Street expectations [4]. - The company's remaining performance obligations (RPO) increased by 62% year-over-year to $130 billion, indicating strong future revenue potential [6]. - Oracle's management expects revenue growth to accelerate to 15% in the next fiscal year and 20% in fiscal 2027, with projected revenue of $66 billion for fiscal 2026 [10][11]. Market Opportunity - The demand for Oracle's cloud infrastructure, particularly for AI applications, is driving significant growth in its backlog, with $48 billion in new contracts added last quarter [7][9]. - Goldman Sachs estimates that the cloud infrastructure-as-a-service (IaaS) market will generate $580 billion in annual revenue by 2030, presenting a substantial opportunity for Oracle [8]. Capacity and Growth Projections - Oracle plans to double its data center capacity in the current fiscal year and triple it by the end of the next fiscal year, which is expected to support revenue growth [12][13]. - Assuming a 25% annual earnings growth rate, Oracle's earnings per share could reach $18.31 by fiscal 2030, with a potential stock price increase of 197% if the market values it at 25 times earnings [15][16].