IBM vs. Oracle: Which Hybrid Cloud Stock Offers Better Growth? – June 19, 2025

From Zacks Investment Research: 2025-06-19 10:20:00

IBM and Oracle are leading players in hybrid cloud infrastructure and database services. IBM offers cloud and data solutions, while Oracle is a major enterprise-grade database provider. IBM is benefiting from hybrid cloud and AI demand, with acquisitions like HashiCorp and StreamSets driving growth. Oracle saw 51% IaaS revenue growth and expects cloud infrastructure revenue to rise 70% in fiscal 2026. IBM outperformed Oracle in share price gains over the past year and trades at a lower forward P/E ratio. Both companies are strategically positioned in the cloud infrastructure market, but IBM appears to be a better investment option at the moment.



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