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Bernstein Reiterates “Buy” Rating on Oracle Corporation (ORCL) with $364 PT

With significant hedge fund interest and upside potential, Oracle Corporation (NYSE:ORCL) secures a spot on our list of the 15 best AI stocks to watch in December 2025.

Thanks to the company’s expanding AI footprint, Bernstein’s analyst Mark Moerdler reiterated a “Buy” rating on Oracle Corporation (NYSE:ORCL) on December 8, 2025, with a $364 price target.

The analyst believes the company’s significant incremental business indicates momentum heading into the next quarter, despite recent stock volatility and lingering concerns about capital expenditure and free cash flow trends. Moerdler believes Oracle, the world’s third-largest hyperscaler, is well-positioned to capitalize on the accelerating enterprise demand for AI infrastructure. Furthermore, he thinks management’s upcoming clarity on spending should help rebuild investor confidence.

Meanwhile, Oracle Corporation (NYSE:ORCL)’s strategic expansion in Europe continued, which reinforced the analyst’s bullish view. On November 19, 2025, the company launched its second public cloud region in Turin, Italy. The launch is expected to meet fast-growing demand for AI and cloud services. The launch of the new cloud region is part of the company’s distributed cloud strategy, providing Italian enterprises, startups, and public sector entities access to modern AI capabilities (generative AI and multicloud tools) while ensuring data sovereignty. The Turin facility, along with Oracle’s existing Milan region, is expected to significantly expand the company’s AI infrastructure capacity across key industries, supporting its broader European growth agenda.

The company is scheduled to release its Q2 FY 2026 results after market close on December 10.

Oracle Corporation (NYSE:ORCL) enables enterprises worldwide to modernize workloads, manage data, and deploy advanced AI and multicloud solutions through integrated cloud applications and autonomous infrastructure services.

While we acknowledge the potential of ORCL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ORCL and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best Small-Cap Biotech Stocks to Buy According to Analysts and 12 Best Commodity Stocks to Buy Right Now.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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