10 AI Stocks in the Spotlight This Week

4. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holders: 124

Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks in the Spotlight This Week. On September 24, Citizens JMP analyst Patrick Walravens reiterated a Market Outperform rating and $342.00 price target on the stock following several key updates.

The firm highlighted several management changes that were announced, management reaffirming earlier guidance, news article reports that Oracle is in talks with Meta for an AI cloud computing deal, and separate sources reporting how a new Oracle-led investor group would hold an 80% stake in TikTok’s US business.

Oracle’s shares are up 90% YTD, well ahead of the broader market.

“We maintain our Market Outperform rating and $342 price target on Oracle Corporation after: 1) several management changes were announced, with Clay Magouyrk and Mike Sicilia appointed co-CEOs and Safra Catz transitioning to Executive Vice Chair of the board; 2) the company reiterated its guidance provided on the F1Q26 earnings call; 3) multiple news articles reporting that Oracle is in talks with Meta (META, MO, $900 PT, Boone) on a multi-year AI cloud computing deal; and 4) separate sources reported a new Oracle-led investor group would hold an ~80% stake in the U.S. version of TikTok (subject to final approvals)—all after the stock has increased 90% YTD versus 14% for the Russell 3000.”

Oracle Corporation (NYSE:ORCL) is a database management and cloud service provider.