ORCL
Oracle gets a fresh bull case
Wedbush came out swinging on Oracle with an Outperform rating in its first look at the stock, basically saying: hey, this isn’t just an old-school database giant anymore. The firm’s pitch is that Oracle is walking into a major expansion phase, powered by demand for AI infrastructure.
Why investors should care
That matters because Oracle has been trying to convince the market it’s more than a legacy enterprise software name with a fancy cloud slide deck. If the AI infrastructure backlog keeps building, the company could turn that into a pretty juicy growth runway — and Wall Street tends to reward companies when “backlog” stops being a boring accounting word and starts sounding like a growth story.
The price tag says the market still has upside
Oracle shares are hovering around $170, and Wedbush’s target implies roughly 30% upside from here. That’s not a guarantee, obviously — analysts are not fortune tellers, despite the polished fonts — but it does tell you sentiment is getting more optimistic around Oracle’s role in the AI arms race.
Big picture
For investors, this is less about one rating and more about the narrative shift: Oracle is increasingly being framed as an AI infrastructure winner, not just a software stalwart. If that story keeps catching on, the stock can get a lot more interesting fast.