Wells Fargo Remains Bullish on Oracle (ORCL) Amid AI Lightness Concerns

Wells Fargo Remains Bullish on Oracle (ORCL) Amid AI Lightness Concerns

By finviz.com
Publication Date: 2025-12-27 02:33:00

Oracle Corporation (NYSE:ORCL) is one of the AI Stock Investors Watch. On December 22, Wells Fargo reiterated its “Overweight” rating on the stock with a price target of $280. Company analysts believe that artificial intelligence concerns surrounding the stock are overblown and that the stock remains undervalued.

Analyst Michael Turrin noted that sentiment for Oracle has become more negative in the near term. Some analysts in particular are concerned about Oracle’s high OpenAI exposure and the sustainability of its commitments over the next few years.

“Post-launch feedback has tended to be more pessimistic, with investors asking questions about ORCL’s ability to deliver from both a financing and execution perspective given previously established targets. We see that all the bad, but hardly any good, is priced in.”

However, things are starting to take a turn for the better, especially with Oracle’s agreement to manage TikTok’s US operations.

“Generally speaking, bulls on ORCL: 1) View…