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Oracle: A Hard Pass—or a Hard-to-Pass Opportunity?

Investing.com Logo Investing.com By Thomas Hughes
Oracle: A Hard Pass—or a Hard-to-Pass Opportunity?

Despite a 2025 stock price correction, Oracle presents a compelling long-term investment opportunity driven by its AI infrastructure strategy and dominant position in the global datacenter ecosystem. With 150 operating datacenters and 64 under construction (43% capacity increase), strong multicloud operations, and forecast 17% growth in 2026 followed by doubling in size by 2028, analysts maintain a Moderate Buy sentiment with 60% upside potential from critical support levels.

Insights
ORCL   positive

Despite 2025 price correction, Oracle demonstrates strong fundamentals with 43% datacenter capacity expansion, 438% increase in Q2 FY2026 RPO indicating full booking, strategic positioning in AI/multicloud ecosystem, forecast 17% growth in 2026 and doubling by 2028, and analyst consensus showing 60% upside potential with bullish revision trend and Moderate Buy rating.