Oracle’s risk-reward appears compelling despite investor concerns, Jefferies says

Oracle’s risk-reward appears compelling despite investor concerns, Jefferies says

By Shivani Kumaresan
Publication Date: 2026-01-05 15:31:00

According to a report from Investing.com, Jefferies reiterated its Buy rating on the stock and maintained a price target of $400, implying a potential 105% upside from Friday’s share price.

  • Jefferies said Oracle is aiming to rapidly roll out new data centers to meet growing demand for AI computing power.
  • The company said the success of these initiatives could position Oracle as a key player in delivering AI workloads.
  • The stock is believed to offer compelling risk-reward dynamics following a recent decline.

Jefferies has acquired Oracle Corp. (ORCL) was named a top pick, citing the company’s potential to capitalize on rising demand for AI infrastructure despite ongoing investor concerns.

According to an Investing.com reportJefferies reiterated its Buy rating on the stock and maintained a price target of $400, implying a potential upside of 105% from the stock’s closing price on Friday.

Strategic expansion of the data center

Jefferies said Oracle is aiming for rapid rollout of new data centers to…