Why Dan Ives is betting on a 35% gain for Oracle shares: This “secret sauce” will make ORCL an important part of the “AI revolution.”

There he is. He did it again. As the expansion of AI infrastructure continues to grow, one of the industry’s most vocal cheerleaders and popular Wedbush analyst, Dan Ives, has finally voiced his support for Larry Ellison-led Oracle (ORCL). Ives and his team begin coverage of the cloud services provider with an Overweight rating and a price target of $225, about 35% above current prices, making a compelling case for investing in Oracle.

Why is Ives bullish on Oracle?

In a note to clients, Ives and his team of analysts expect Oracle to partner with major AI players such as OpenAI and Nvidia (NVDA)its crucial role in the much-hyped Stargate project and a secret sauce of “superior infrastructure and data integration” are the starting point for ORCL stock to greater heights in the future. However, coming back to the present, ORCL stock has a market cap of around $500 billion