By Rizwan Siddiqui
Publication Date: 2026-01-12 12:48:00
Oracle Corporation (NYSE:ORCL) is one of the These are the best software infrastructure stocks to buy, according to hedge funds. On January 5, Jefferies reiterated its Buy rating and $400 price target on the stock, naming it one of its top picks. The company pointed to several factors, including its long-term positioning in the area of AI infrastructure.
While there have been concerns about the debt that Oracle Corporation (NYSE:ORCL) has accumulated to fund its AI-related expansion plans, the analyst believes the company’s investment efforts are based on accelerating the expansion of its data center to meet increasing AI computing demand. He also believes it is critical for the company to execute this strategy to convert its more than $523 billion backlog into revenue in a timely manner. If Oracle executes its strategy as planned, it could solidify its position as a key infrastructure provider for AI workloads in hybrid and multi-cloud environments.
Jefferies also looks at the…
