Cantor Fitzgerald Maintains Overweight Rating on Oracle Corporation (ORCL), PT $175

Oracle Corporation (NYSE:ORCL) is one of the best wide moat stocks to buy now. On June 9, Cantor Fitzgerald analyst Thomas Blakey reiterated an Overweight rating on ORCL and assigned a price target of $175. Blakey pointed out Oracle successfully shifting workloads to the Oracle Cloud Infrastructure (OCI), noting that this development carved a leading position for the company in AI infrastructure.

According to the analyst, Oracle, along with Microsoft, seems to be capturing a larger market segment, driven by its AI-based infrastructure, including specialized hardware, Remote Direct Memory Access (RDMA), extensive GPU access, and built-in security measures. Blakey also added that Oracle’s business as a whole saw an improvement during the fourth fiscal quarter of 2025, rebounding from a softer Q3 that was hindered by macroeconomic disturbances.

Cantor Fitzgerald Maintains Overweight Rating on Oracle Corporation (ORCL), PT $175

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The analyst mentioned that Oracle Corporation (NYSE:ORCL)’s Stargate project, which is not yet operational, is not expected to contribute to the fourth fiscal quarter of 2025 results, and might not be a contributor to fiscal year 2026 numbers either. Investors and market experts are likely to monitor the AI investments and the Stargate deals in terms of margins, in addition to the development of the Abilene data center, as Oracle works to increase its market share.

Oracle Corporation (NYSE:ORCL) is a Texas-based provider of cloud software, infrastructure technologies, databases, and hardware solutions for businesses, governments, and educational institutions around the world.

While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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