Oracle (ORCL) stock dropped over 26% in the last month due to concerns about AI spending. Analysts from Deutsche Bank and HSBC issued bullish notes, leading to a stock increase. Oracle’s Q1 2026 earnings showed revenue growth, particularly in cloud computing. The company’s cloud infrastructure revenue is expected to grow significantly in the coming years.

Despite recent losses, Oracle’s stock is up 21% in 2025. The company has a market cap of $575 billion. Oracle trades at a forward P/E ratio of 29.6 and offers a $2 per share dividend. The company reported a revenue of $14.92 billion and net income of $2.92 billion in Q1 2026.

Oracle’s cloud revenue is expected to continue growing rapidly. The company signed significant contracts and CEO Safra Catz predicted further growth. Analysts have a consensus “Moderate Buy” rating on ORCL stock, with a mean price target of $346.60. Oracle’s most bullish price target is $430, indicating a potential 113% increase.

Investors may find Oracle stock attractively priced, especially for those interested in AI stocks. Oracle’s cloud infrastructure revenue is projected to grow to $144 billion by 2030. The company’s performance obligations and contracts with major customers point to future growth opportunities.

Read more at Yahoo Finance: Analysts Say Even the Bear Case for Oracle Stock Is Bullish. Should You Back Up the Truck on ORCL?