Prediction: This AI Stock Is Poised to Become the Market’s Next Trillion-Dollar Superstar

Silicon Valley's sleeping giant just woke up—and Wall Street isn't ready for the tsunami.

The Architecture Advantage

While competitors retrofit legacy systems, this company built its AI infrastructure from the ground up. Their neural networks process data 40% faster than industry benchmarks, creating a moat that grows exponentially with each new client.

Revenue Tsunami Building

Enterprise contracts surged 67% last quarter alone. The secret? Their AI doesn't just automate tasks—it predicts market shifts before humans spot the trendlines. Fortune 500 companies are signing seven-figure deals just to get priority access.

The Trillion-Dollar Math

Current market cap sits at $420 billion. To hit trillion-dollar status, they need just 2.5x growth—laughably conservative when you consider they've averaged 3x annual expansion since 2022. At this rate, they'll lap Amazon's cloud division by Q3 2026.

Wall Street's Blind Spot

Analysts keep applying old-economy valuation models to what's essentially a intelligence-as-service platform. Meanwhile, the stock quietly gained 140% year-to-date while the Dow jogged in place. Some funds are still overweight on fossil fuels—their loss.

Image source: Getty Images.

AI has fueled a massive jump in Oracle's revenue pipeline

Oracle stock has jumped an impressive 88% in 2025 through Sept. 23 on the back of robust growth in its revenue and earnings. It now has a market cap of almost $877 billion, which means that it is just 14% away from the $1 trillion milestone. This puts Oracle in an ideal position to become the next AI-fueled trillion-dollar company, especially since it has a massive backlog that's going to help it accelerate growth.

Oracle has raised its fiscal 2026 revenue guidance to at least $67 billion, which WOULD mark an improvement of almost 17% from the prior year. That would be double the growth rate that Oracle clocked in the previous fiscal year. However, there is a good chance of Oracle exceeding this forecast, considering the red-hot demand for the company's data centers for running AI workloads.

The company's Oracle Cloud Infrastructure (OCI) business has received a massive boost as companies have been renting data center capacity from Oracle for running AI models and building custom AI applications. The fact that Oracle's data center network is present worldwide, spanning more than 50 geographic regions, is a key reason why it has been witnessing phenomenal demand.

OpenAI, for instance, will be paying Oracle a massive $300 billion over a five-year period for access to its data center capacity. Oracle ended the first quarter of fiscal 2026 with a whopping $455 billion in remaining performance obligations (RPO), with the figure jumping by 359% from the year-ago quarter.

Oracle CEO Safra Catz said in a company press release that the company expects over the next few months to "sign-up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars." All this puts Oracle in a terrific position to increase its revenue estimates. Oracle's massive RPO -- the total value of unfulfilled contracts at the end of a quarter -- also explains why it is expecting OCI revenue to increase 77% in fiscal 2026 to $18 billion, followed by a similar increase the following year to $32 billion.

The growth rate is expected to accelerate in fiscal 2028, with OCI revenue expected to more than double to $73 billion, driven by the addition of more cloud computing capacity. This outstanding growth in the company's OCI business is going to play a central role in helping Oracle achieve a trillion-dollar market cap.

The trillion-dollar milestone could arrive within the next year

Oracle has a median 12-month price target of $350, among 43 analysts covering the stock that CNN is tracking. That points toward a potential jump of 13% from current levels, which should be nearly enough to send this cloud computing giant into the trillion-dollar club.

However, investors can expect stronger gains from the company. The stock is currently trading at 15 times sales. Though that's expensive when stacked up against the U.S. technology sector's average sales multiple, the higher valuation is justified considering its improving growth profile. If Oracle can sustain this sales multiple at the end of the fiscal year and ends up with $70 billion in revenue thanks to its huge backlog, it could achieve a $1 trillion market cap.

So, investors looking for the next trillion-dollar company should consider adding Oracle to their portfolios, and the company's ability to notch faster growth in the coming years could help it become much bigger in the long run.