Wells Fargo Flags Oracle as an AI Winner -- Should You Buy ORCL Stock Now?
Wells Fargo said Oracle 
ORCL is well-positioned to emerge as an AI leader and could see significant upside as demand for enterprise AI grows.
The bank pointed to Oracle's cloud infrastructure, broad software portfolio, and steady enterprise relationships as reasons it may gain traction in generative AI and data-center workloads. Analysts said Oracle's mix of software and hardware gives it a practical path to monetise new AI services and win enterprise deals.
Wells Fargo's note shifted the tone on ORCL, saying the company's investments in AI-capable systems make future revenue growth more likely. The firm expects continued enterprise spending on cloud and AI to be a tailwind for Oracle if it executes on product rollouts and sales execution.
Analysts said that the future course of the stock will depend on their execution and the speed with which customers adopt the AI offerings of Oracle.
Short-term volatility is possible as Wall Street updates estimates and repositions portfolios around AI winners.
Is ORCL Stock a Buy?
Based on the one year price targets offered by 35 analysts, the average target price for Oracle Corp is $345.42 with a high estimate of $430.00 and a low estimate of $175.14. The average target implies a upside of +71.77% from the current price of $201.10.
Based on GuruFocus estimates, the estimated GF Value for Oracle Corp in one year is $176.94, suggesting a downside of -12.01% from the current price of $201. gf value is gurufocus' estimate of the fair value that the stock should be traded at. it is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. For deeper insights, visit the forecast page.