Buy, Hold or Sell: Is Oracle Stock a Buy at $245?

At $244.58, oracle (NYSE:ORCL | ORCL price prediction) is once again attracting investor attention. The database giant just posted a quarter in which it recast its entire investment narrative, turning a sleepy enterprise software story into one of the most aggressive AI infrastructure plays in mega-cap tech.

Oracle sells database software, enterprise applications such as NetSuite and Fusion ERP and, increasingly, cloud infrastructure (OCI) that competes with AWS, Azure and Google Cloud. After a brutal crash from $303.62 in October 2025 to $153.97 in February 2026, the stock has regained momentum thanks to a gap that no one in the industry can match.

The trigger comes from third-quarter fiscal 2026 results filed on March 10, 2026, when Oracle posted revenue of $17.19 billion and non-GAAP EPS of $1.79, its first quarter in over 15 years, with both metrics growing more than 20% organically.

The $553 billion shortfall changes the equation

The bull case begins with…