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Wedbush Remains Bullish On Oracle (ORCL), Says Investors Are Overlooking Demand Visibility

Oracle Corporation (NYSE:ORCL), featuring a short float of 1.83% and upside potential of 21.40%, earns a spot on our list of the best cloud stocks to buy as Azure growth hits 40%.

Analysts appear convinced that the market is misreading the company’s AI infrastructure story.

On May 13, 2026, Wedbush raised its price target on Oracle Corporation (NYSE:ORCL) to $275 from $225, keeping an “Outperform” rating, and said its confidence in Oracle’s strategic positioning within the AI infrastructure landscape had grown following recent checks.

The firm’s core argument is that investors are fixating on the optics of Oracle’s heavy, contract-backed capital spending cycle while underweighting the demand visibility sitting behind it. Wedbush added that its comfort with Oracle’s relationship with OpenAI is increasing and that fears surrounding the broader data center story remain overdone.

A day earlier, on May 12, 2026, Oppenheimer’s Brian Schwartz raised the firm’s price target to $235 from $210, also kept an “Outperform” rating, and reiterated Oracle Corporation (NYSE:ORCL) as the firm’s top pick.

Schwartz pointed to strong technology infrastructure spending visible in the recent quarterly results of Oracle’s largest customers, partners, and suppliers, along with a significant restructuring announced on March 31, as reasons to expect upside in Oracle’s fourth-quarter 2026 results. The firm also sees solid bookings growth ahead from OpenAI, Meta, Nvidia, federal government commitments, and Microsoft outsourcing lower-margin training workloads to Oracle Corporation (NYSE:ORCL).

That optimism follows a solid foundation laid in the latest quarter.

In March 2026, Oracle Corporation (NYSE:ORCL) reported third-quarter remaining performance obligations of $553 billion, up 325% year-over-year and ahead of estimates, reflecting the scale of AI contracts the company has secured.

Oracle Corporation (NYSE:ORCL) also raised its fiscal 2027 revenue forecast to $90 billion, above the $86.6 billion analyst consensus at the time.

Oracle Corporation (NYSE:ORCL) provides information technology-related products and services to enterprises through its main business segments: Cloud and License, Hardware, and Services. The company is based in Austin, Texas and was founded on June 1977 by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates.

While we acknowledge the risk and potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ORCL and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

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

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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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Wall Street calls this $3 stock a “Melting Ice Cube.” They said the same thing about BTI before it returned 90%.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

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This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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