Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inbox Gmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscription Click this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Today's Bonus Content Oracle: A Hard Pass—or a Hard-to-Pass Opportunity?Authored by Thomas Hughes. Article Posted: 1/4/2026. 
In Brief - Oracle’s 2025 stock pullback masks its long-term strength, backed by accelerating AI-driven data center growth and rising RPO.
- With a growing global footprint and leadership in multicloud infrastructure, Oracle is emerging as a key hyperscaler in the AI ecosystem.
- Despite short-term volatility, analysts maintain a bullish long-term outlook, projecting Oracle’s revenue to double by fiscal 2028.
Oracle's (NYSE: ORCL) 2025 stock price action might suggest it is a hard pass for 2026, but that would be a misreading of the chart. The 2025 price correction followed a large inflow of capital driven by optimism around AI, after investors had already priced in strong gains. Elon Musk's Starlink project is generating major speculation ahead of a potential IPO that some analysts believe could reach a historic $100 billion valuation. According to James Altucher, there may be a smart "backdoor" way for everyday investors to position ahead of that event without needing traditional IPO access — and he says it can be done for under $100. He's also sharing a free ticker tied to this trend for anyone who wants to take a closer look. Click here to learn more While near- and mid-term outlooks carry uncertainty, Oracle remains a well-positioned, critical hub in the global datacenter ecosystem. Investors who look beyond short-term volatility may find Oracle's AI infrastructure strategy offers a compelling runway for future growth. Oracle: Serving and Monetizing AI Needs at Hyperscale There will be many winners in the AI ecosystem, but the biggest, most enduring wins will be captured by the hyperscalers — and Oracle is one of them. Hyperscalers control roughly 44% of the global data center industry and are forecast to increase that to over 60% in the coming years. While Oracle holds a relatively small ~3% share of the total, it is gaining share. It also maintains a strong presence in non-hyperscale activity, including for businesses, enterprises, private AI developers, and sovereign regions. 
Oracle operates nearly 150 datacenters globally and has 64 more under construction — roughly a 43% increase in capacity. Internal metrics, including the 438% increase in remaining performance obligations (RPO) in Q2 fiscal year 2026 (FY2026), suggest much of that capacity is already reserved. The company is also planning "gigawatt-scale" data centers to support advanced HPC computing. Oracle counts more than 100 cloud regions: 51 public regions in 26 countries, 23 multicloud regions (a critical component), and 29 regions dedicated to clients, including OpenAI. While data centers underpin Oracle's long-term outlook, its real strength is in multicloud operations. Enterprises and model builders rely on multiple clouds for training, inference, and core operations, and Oracle is embedded across hyperscale networks to enable a unified cloud experience. That lets model builders and businesses access, manage, and use data and GPUs across clouds, while giving enterprises access to models and hardware of their choice via Oracle's offerings. The company has positioned itself as a central source for AI infrastructure and services that are critical to the global tech industry. Oracle Revenue Growth to Continue in 2026 The market is in a wait-and-see mode, waiting to see when and if Oracle's heavy AI investments will pay off. In calendar 2025, growth didn't accelerate as quickly as some analysts expected — building datacenters and installing GPU racks takes time. The important takeaways are that revenue growth accelerated sequentially and year-over-year in Q1 FY2026 and Q2 FY2026, and is forecast to continue accelerating over the next two years. Revenue is forecast to grow by approximately 17% in 2026 and then to roughly double by the end of 2028. The main uncertainty is timing, which depends on data center openings. Analysts helped trigger the 2025 sell-off by lowering price targets in the fourth quarter, but the market overreacted. The 23 revisions and initiations MarketBeat tracked in December included numerous price-target changes, most of which align with the broader consensus forecast — implying a 60% upside from a key support level. MarketBeat data also shows coverage increased 48% to 43 analysts in 2025. Sentiment is firm at Moderate Buy, and the revision trend is bullish. While Q4 reductions triggered the sell-off, the consensus target is up about 70% over the prior 12 months, and the December revisions are consistent with that trend. All the market needs to rebound is a catalyst — a strong report that prompts analysts to lift or affirm targets could be the trigger.
| 
Post a Comment
Post a Comment