Is Oracle Corporation (ORCL) One of the AI ​​Stocks Analysts Are Betting On?

Is Oracle Corporation (ORCL) One of the AI ​​Stocks Analysts Are Betting On?

By finviz.com
Publication Date: 2025-11-28 01:21:00

Oracle Corporation (NYSE:ORCL) Is One of the AI ​​stocks analysts are betting on. On November 26, HSBC maintained its Buy rating on Oracle Corporation (NYSE:ORCL) with a price target of $382, underscoring the company’s efforts to explore financing options for cloud infrastructure expansion.

While Oracle has not yet provided a concrete plan, HSBC noted that capital-intensive projects could use structures such as special purpose vehicles or joint ventures to limit balance sheet risk. The company also cited Oracle’s remaining $500 billion in performance obligations, strong revenue visibility and focus on maintaining its investment-grade rating as it competes with AWS and Azure for market share.

On the same day, Deutsche Bank reiterated its Buy rating with a price target of $375, emphasizing Oracle’s partnership with OpenAI amid recent share price weakness and questions about AI capacity commitments. Deutsche Bank noted that the exclusion of income and expenses related to OpenAI could lead to a reduction.