By David Moadel
Publication Date: 2026-04-24 15:57:00
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Oracle (ORCL) reported third-quarter fiscal 2026 cloud infrastructure revenue of $4.89 billion, up 84% year-over-year, while remaining performance obligations increased 325% to $553 billion, positioning the company as an essential AI infrastructure provider with contract-backed revenue visibility.
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Wedbush began coverage with an Outperform rating and a $225 price target, calling Oracle a misunderstood name in AI infrastructure even though the stock was trading at $172 and was dealing with $124.7 billion in long-term debt with a negative free cash flow run rate.
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Wedbush began reporting on oracle (NYSE:ORCL) on April 24 with an outperform rating and a $225 price target, calling the database giant “a foundational infrastructure provider for the AI revolution.” The company argues that the market is “fundamentally misinterpreting” Oracle’s contract-based investment cycle as speculative risk.
For long-term investors, the call is for a rebalancing…
