According to Wedbush Securities, Oracle is making good progress toward becoming a primary infrastructure provider for artificial intelligence models, which should drive the stock higher. The research firm has given the software giant an Outperform rating. Additionally, shares were given a rating of $225, up 27.6% from Thursday’s close. “We believe Oracle is on its way to becoming a foundational infrastructure provider for the AI revolution, and the market is fundamentally misinterpreting the company’s aggressive, contract-backed investment cycle as speculative risk,” analyst Dan Ives said in a note to clients. He noted that Oracle is “at the beginning of a significant repositioning.” Oracle executives have already signed several deals with Silicon Valley heavyweights to move their company toward that goal, Ives added. In 2025, Oracle agreed to sell $300 billion worth of computing power to OpenAI over five years starting in 2027. The AI infrastructure…
By Joseph E. Levi Publication Date: 2026-03-04 11:00:00 Oracle Corporation ($ORCL) investors experienced significant volatility in late 2025 as shares…