By Ghazal Ahmed
Publication Date: 2025-12-04 09:23:00
Oracle Corporation (NYSE:ORCL) is one of the AI stocks are in focus this week. On December 1st, Deutsche Bank reiterated its Buy rating on the stock with a price target of $375.00. The company is confident about Oracle’s long-term AI growth and sees a favorable risk-reward ratio.
Oracle shares are trading at 27 times consensus fiscal 2026 EPS per share, reflecting upfront costs of scaling its AI business. For this reason, investors’ appetite for growth appears to be limited until more visible results are seen.
While Deutsche Bank acknowledges these risks, it believes they are offset by the very real opportunity that OpenAI presents. The OpenAI backlog represents solid ROI on the business and “reaffirms Oracle’s leadership in delivering AI cloud infrastructure at scale.”
Therefore, the recent decline represents a good opportunity that is trending upwards.
“This exercise is intended to help determine the risk-reward ratio currently inherent in stocks, which we argue are trending sharply higher and amid the decline, a…
