Baird, Phillip Securities Initiate Buy Rating on Oracle (ORCL) Citing AI Tailwinds

Analysts at Baird and Phillip Securities have launched coverage of Oracle Corporation (ORCL) with Buy ratings, citing the enterprise software giant's positioning in the artificial intelligence revolution. Baird's Robert Oliver set a $365 price target, dubbing Oracle the "AI juggernaut for the information age"—a nod to its scaled infrastructure, database capabilities, and networking solutions that create what he describes as a "virtuous circle" for premium valuation.

The bullish outlook persists despite recent concerns about Oracle's cloud margins raised by The Information. Phillip Securities highlighted Oracle's 359% surge in remaining performance obligations as evidence of accelerating demand, particularly as enterprises transition from AI training to inference applications.