By Ghazal Ahmed
Publication Date: 2026-01-25 09:10:00
Oracle Corporation (NYSE:ORCL) is one of the Analysts are watching the booming AI stocks. On January 20, Guggenheim analyst John DiFucci reiterated a Buy rating on the stock with a price target of $400.00. ORCL remains the company’s “best idea” in the software sector.
The company addressed several factors in its report, including reviewing its thesis on ORCL, acknowledging investor concerns and introducing phased work on its financial model.
Investor concerns highlighted by Guggenheim include Oracle’s commitment to investment-grade debt and recent press stories, as well as real concerns about customer concentration, particularly OpenAI.
However, Guggenheim believes these concerns are outweighed by the company’s strategic positioning, financial discipline and long-term growth opportunities. For the company, Oracle remains the best opportunity in the software sector.
Oracle, the company says, has a “better mousetrap” in cloud infrastructure…