By Ghazal Ahmed
Publication Date: 2025-12-06 09:25:00
Oracle Corporation (NYSE:ORCL) is one of the AI stock analysts are watching this closely. On December 3, Wells Fargo initiated coverage on the stock with an “Overweight” rating and a $280 price target. Analysts at the company expect Oracle to gain a large share of AI infrastructure; Supporting its long-term reassessment.
According to analyst Michael Turrin, Oracle is at the beginning of an AI-driven re-acceleration; This suggests significant upside potential, even as shares are “42% off highs” and valued at an estimated 25x FY27 earnings.
The company is well-positioned to become a “clear infrastructure market share winner,” with the potential to reach scale similar to the nearest hyperscaler by 2029.
Turrin noted that Oracle Cloud Infrastructure (OCI) is expected to grow strongly over the next four years, with cloud market share potentially increasing to “~16% of the cloud market by 2029.”
“Clear market share winner in infrastructure: We expect ORCL to achieve similar scale to the next closest hyperscaler…”
