By @proactive_x
Publication Date: 2026-01-05 13:32:00
Oracle Corp (NYSE:ORCL, XETRA:ORC) According to UBS, the company saw its shares fall 41% from mid-September 2025 highs, reflecting investor concern about the tech giant’s prospects and general skepticism about OpenAI’s growth.
Despite the sell-off, the bank maintains its Buy rating on Oracle, citing potential revenue growth and a recovery in the AI narrative in 1H26.
UBS analysts emphasize that confidence in Oracle could return if the company successfully expands its Abilene data center, maintains lender support for AI expansion and introduces more transparent, capital-light financing options.
“While Oracle’s short-term performance is tied to broader considerations OpenAI “In our sentiment, there are several plausible pathways for a reversal of the OpenAI narrative in 1H26,” UBS said. “This gives us confidence to remain positive on Oracle and other names at risk of AI.”
The correction in Oracle shares was not company-specific, UBS said, but part of a broader decline in AI-related technology stocks amid…
