Oracle Stock Surges on Analyst Confidence in AI-Driven Growth Strategy
Oracle (ORCL) shares rallied 4% Wednesday after Deutsche Bank and HSBC analysts reaffirmed Buy ratings, citing the company's disciplined infrastructure expansion and $500B+ in contracted revenue visibility. HSBC's Stephen Bersey maintained a $382 price target, noting Oracle's strategic flexibility to mitigate balance sheet pressures through joint ventures or special purpose vehicles.
The enterprise software giant has spent a decade refining its data center architecture, positioning it to compete aggressively with cloud leaders AWS (AMZN) and Azure (MSFT). Analysts highlight Oracle's ability to capitalize on surging AI demand while maintaining investment-grade credit metrics.