Oracle (ORCL)’s a “Linchpin” Stock, Says Jim Cramer

We recently published 14 Stocks Jim Cramer Talked About.  Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer talked about.

AI infrastructure giant Oracle Corporation (NYSE:ORCL)’s shares are down by 3.4% over the past year. Year-to-date, the stock has lost 9%, and during this time period, several analysts have discussed the firm. For instance, Guggenheim reiterated a $400 share price target and a Buy rating on the shares as it called the firm its “Best Idea” in the software industry. Along with providing AI infrastructure, Oracle Corporation (NYSE:ORCL) is also one of the largest enterprise resource planning (ERP) software providers in the world. The shares have struggled amidst concerns about the debt the firm is taking to build AI infrastructure. Guggenheim outlined that Oracle Corporation (NYSE:ORCL)’s long-term growth opportunities could make the spending worthwhile. Cramer also discussed Guggenheim’s coverage:

“I wanted to be fatuous just in keeping with the news that I read which makes me feel like, are you kidding me? Come on, are you kidding me? Are we really supposed, what are we supposed to sell Oracle off of this? What are we supposed to do?

“Right and I think again, I think speculative juices got too hot. But one of the things you have talked about over and over again, is this problem Oracle has. Oracle has been spending a fortune to build data centers. Okay, we’ve had a lot of people come on in Davo talk about the need for data center infrastructure so that’s really superb coverage over there by us. But you know David, Guggenheim comes out today, Oracle’s their best idea for 2026. They tell you don’t worry about the investment grade ratings, so in other words, a lot of people felt that they were going to constrained by the ratings agencies, Oracle. And they’re talking about the, don’t worry about the concentration with OpenAI. . .what basically is, this is one of those stocks, if you see it go higher, then people genuinely believe that we might be out of the woods when it comes to the big data spend.

“But I just wanna point it out that this is one of these linchpin stocks, there’s so many of the things that we’re looking at, they’re not stocks yet, they’re private. . . But Oracle is a company that if it can keep building and it doesn’t get downgraded by the rating agencies, well you know what, that just says, this thing has got staying power. . .but I like the fact that it’s a totally contrary piece, cause it’s just, it’s frankly good reading.”

Munro Global Growth Fund also discussed Oracle Corporation (NYSE:ORCL) in its fourth quarter 2025 investor letter:

“Key detractors from performance for the quarter included Oracle Corporation (NYSE:ORCL) (Digital Enterprise), Rheinmetall (Security) and Coreweave (High-Performance Computing). Oracle shares fell during the quarter as the market scrutinized their ability to fund the company’s aggressive spending plans, given Oracle is heavily linked to OpenAI, who in turn is only generating a small amount of revenue today relative to their medium-term spending plans. Coreweave is effectively an enabler for Oracle to be able to deliver on its computing ambitions, and therefore also declined over the quarter.”

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Disclosure: None. This article is originally published at Insider Monkey.