20 Best AI Stocks to Buy According to Analysts

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2. Oracle Corporation (NYSE:ORCL)

Analyst Upside: 73.08%

Number of Hedge Fund Holders: 122

Oracle Corporation (NYSE:ORCL) ranks among the best AI stocks to buy according to analysts. Mizuho reaffirmed its Outperform rating and $400 price target for Oracle Corporation (NYSE:ORCL) on December 15. The firm called Oracle’s fiscal second-quarter results “mixed,” pointing out that while the Cloud segment’s performance was largely in line with expectations, there was a slight revenue miss that was largely driven by licenses.

Although this was offset by higher capital expenditures and negative free cash flow, Oracle Corporation (NYSE:ORCL) showed greater momentum in its cloud operations and remaining performance commitments. Given the higher revenues, the company’s operating income improved from $4,220 million in Q2 2025 to $4,731 million in Q2 2026.

Mizuho emphasized the company’s overview of its financing strategy for AI infrastructure, which includes vendor financing, GPU rental arrangements, and possible customer bring-your-own-chip agreements.

The firm observed that Oracle management reaffirmed the company’s commitment to preserving an investment-grade balance sheet and specifically addressed market worries around a potential $100 billion debt demand. Additionally, Oracle Corporation (NYSE:ORCL) confirmed that all milestones remain on schedule and refuted a Bloomberg report that suggested delays in providing data-center capacity to OpenAI.

Oracle Corporation (NYSE:ORCL) offers an extensive suite of database and cloud computing software and hardware. The Company offers databases and relational servers, application development and decision support tools, as well as enterprise business applications.

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