AI And Earnings Expansion Support Oracle’s Valuation

AI And Earnings Expansion Support Oracle’s Valuation

By Oliver Rodzianko

Summary

  • Oracle, driven by AI and cloud, projects steady revenue growth. I posit a 15% stock price CAGR potential over five years, and a fair valuation amid a changing U.S. regulatory climate.
  • Regulatory shifts, particularly in the U.S., pose both expansion opportunities and risks if AI ventures go unchecked or spark major errors, hurting Oracle’s market position.
  • My five-year model predicts EPS of $11.31 and a $370 price target, aided by bullish AI-driven growth,…

Article Source
https://www.forbes.com/sites/gurufocus/2025/01/27/ai-and-earnings-expansion-support-oracles-valuation/