Mizuho reiterates Oracle’s (ORCL) outperform rating despite mixed results for the fiscal second quarter

Oracle Corporation (NYSE:ORCL) is one of the the best AI stocks to buy, according to analysts. Mizuho reiterated its Outperform rating and $400 price target on Oracle Corporation (NYSE:ORCL) on December 15. The company called Oracle’s fiscal second-quarter results “mixed,” noting that while its cloud segment performance was broadly in line with expectations, there were slight revenue declines, largely driven by licenses.

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Although offset by higher capital expenditures and negative free cash flow, Oracle Corporation (NYSE:ORCL) demonstrated greater momentum in its cloud operations and remaining performance obligations. Due to higher sales, the company’s operating income improved from $4,220 million in the second quarter of 2025 to $4,731 million in the second quarter of 2026.

Mizuho highlighted the company’s overview of its AI infrastructure financing strategy, which includes supplier financing, GPU lease agreements and potential customers…