Oracle (ORCL) shares are down, presenting a buying opportunity, says Deutsche Bank. The stock is up 27% YTD but 40% below its high. Oracle’s partnership with OpenAI, worth $300 billion over five years, is a game-changer. The company is a top AI cloud provider, poised for growth against competitors like Amazon, Google, and Microsoft.

Oracle’s cloud revenue is soaring, with massive contracts signed with prominent tech companies. Despite a decline in software revenue, the company’s overall revenue increased by 11% to $14.9 billion. Oracle’s strong balance sheet, with $11 billion in cash and marketable securities, sets the stage for further growth.

Management projects a 12-14% revenue increase and 8-10% adjusted EPS growth for the second quarter. Oracle anticipates 16% total revenue growth for fiscal 2026, with OCI revenue expected to climb to $144 billion in the next four years. Analysts rate Oracle stock a “Moderate Buy,” with a target price of $346.60.

Read more at Yahoo Finance.: The Pullback in Oracle Stock Just Created a Buying Opportunity