From Nasdaq: 2025-04-14 07:30:00

Analysts at Evercore ISI identify Microsoft and Salesforce as resilient in potential spending slowdowns, with Oracle more exposed. Oracle’s evolving business model and AI focus make it resilient. The company’s cloud shift ensures longevity and places it among tech leaders. 98% of Fortune 500 companies use Oracle’s services, with a forecasted low-double-digit CAGR through 2025.

Oracle secures new deals with top hyperscalers, embedding its technologies broadly. Despite having a 3% global market share, Oracle ranks among the top five Western cloud providers by revenue. Mixed results in C2024 led to a stock price correction in 2025, but strengths in cloud segments and growing backlog point to improving momentum.

Analysts reset forecasts for Oracle, leading to a diminished outlook for FQ4 but increased long-term revenue and earnings growth expectations. The company is set to accelerate top-line growth to 9% and maintain a healthy margin, with potential for significant earnings beats. Stock price targets were reset, leading to an overcorrection but indicating a rebound and potential 35% movement.

MarketBeat identifies five top analyst-recommended stocks for investors. These stocks are believed to be the best investment opportunities, with potential for significant growth. The views expressed are those of the author and do not necessarily reflect those of Nasdaq, Inc.



Read more at Nasdaq: Oracle Stock: Resilient, Undervalued, and Ready to Rebound