Oracle’s AI Ambition: A High-Stakes Bet Fueling Wall Street’s Optimism

Wall Street analysts are projecting substantial upside for Oracle Corporation, with some price targets suggesting potential gains of approximately 60% from current levels. This bullish outlook persists despite a significant share price correction that has seen the stock decline by more than 30% since September, leaving it trading around $195.

The core of the optimistic thesis centers on Oracle’s Remaining Performance Obligations (RPO), which represent future contracted revenue. In Q2 of its fiscal year 2026, this metric surged by 438% year-over-year to a historic $523 billion. A single, multi-year infrastructure contract with OpenAI accounts for $300 billion of this total, positioning Oracle as a critical backbone for artificial intelligence workloads. This demand is already translating Read more...