Oracle (ORCL) Gains Analyst Support with Cloud Growth, AI Adoption, and Data Center Expansion

Oracle Corporation (NYSE:ORCL) is one of the best stocks to buy right now.

As of January 12, 2026, over 70% of analysts are bullish on Oracle Corporation (NYSE:ORCL), setting a $291.34 price target, which translates into 46.80% upside.

The strong analyst sentiment was reflected in the January 12, 2026, analyst update, when Goldman Sachs initiated coverage of Oracle Corporation (NYSE:ORCL) with a ‘Buy’ rating and a $240 price target. Initiating coverage across 12 software names, the firm argued that AI adoption will drive the total addressable markets of software over the next decade. In this context, the firm sees Oracle as one stock that is well positioned to capture a higher market share in infrastructure-as-a-service, on the strength of its cloud scale, enterprise relationships, and expanding data center footprint.

A week earlier, Oracle Corporation (NYSE:ORCL) received a more cautious analyst commentary, with UBS lowering its price target on the stock from $325 to $280, while reiterating a ‘Buy’ rating. The firm adjusted the price target following the company’s 41% decline from mid-September highs due to investor concerns surrounding the company’s outlook and increasing attention toward OpenAI-related stocks that pulled the shares down. At the same time, the firm remains confident, highlighting pending revenue growth, the ramp-up of Abilene data center capacity, and possible sentiment reversal around AI exposure in the first half of 2026. The firm noted that credit and financing risks are already incorporated.

Oracle Corporation (NYSE:ORCL), a global enterprise technology company, provides cloud applications, infrastructure, hardware, and services.

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