12 Best Performing AI Stocks So Far in 2025

Page 4 of 11

8. Oracle Corporation (NYSE:ORCL)

Year-to-Date Performance: 47.21%

Number of Hedge Fund Holders: 97

Oracle Corporation (NYSE:ORCL) is one of the best-performing AI stocks so far in 2025. On July 17, Cantor Fitzgerald raised its price target on Oracle Corporation (NYSE:ORCL) from $216 to $271 while keeping an Overweight rating.

Cantor Fitzgerald raised its estimates for Oracle Cloud Infrastructure (OCI), Cloud Database Services (CDBS), and Multicloud CDBS. The firm’s new estimates surpass the consensus estimates for fiscal years 2027 through 2029.

The research firm highlighted Oracle Corporation’s (NYSE:ORCL) June 30, 2025, 8K filing, which showed multicloud CDBS revenue is growing over 100%. Cantor Fitzgerald forecasts this growth for fiscal 2025 to exceed 500%. However, this segment represents less than 0.5% of Oracle Corporation’s (NYSE:ORCL) total revenue.

Cantor Fitzgerald expects core OCI Infrastructure-as-a-Service revenues, excluding the implied CDBS forecast, to rise from 56% growth to 85% growth in fiscal 2026. The firm also kept its adjusted OCI estimates 5-6% higher than consensus estimates for fiscal years 2028 and 2029.

The firm justified the new price target due to the strong momentum in core OCI and the potential for further positive updates to its OCI estimates, which are already above consensus estimates.

Oracle Corporation (NYSE:ORCL) is an American multinational computer technology company specializing in database software, cloud infrastructure, and enterprise software solutions. The company offers one of the industry’s broadest and deepest suites of AI-powered cloud applications.

Page 4 of 11