Oracle Corporation (NYSE:ORCL) is highlighted as one of the AI Stocks on the Market’s Radar, with UBS reiterating a “Buy” rating and lowering the price target to $280 per share. The firm sees potential tied to OpenAI sentiment shift and Abilene capacity ramp, despite a recent share correction.

Concerns related to OpenAI have impacted Oracle and other technology companies with ties to the organization, leading UBS to reassess their Oracle outlook. They anticipate revenue growth improvement as Abilene data center capacity ramps up and OpenAI narrative improves, with a positive catalyst expected in the first half of 2026.

Despite recognizing Oracle’s potential as an investment, UBS believes other AI stocks offer greater upside potential with less downside risk. They recommend exploring a free report on the best short-term AI stock for potential investment opportunities.

Disclosure: None.

Read more at Yahoo Finance: UBS Stays Bullish on Oracle (ORCL) Despite Target Cut, Sees 2026 Recovery Path