UBS Raises PT on Oracle Corporation (ORCL) to $280; Maintains 'Buy' Rating

Oracle Corporation (NYSE:ORCL) is included in our list of the 12 Unstoppable Artificial Intelligence (AI) Stocks to Buy Right Now.

On July 17, 2025, UBS raised its price target on Oracle Corporation (NYSE:ORCL) from $250 to $280, maintaining a ‘Buy’ rating. This price revision is driven by heightened AI-driven growth expectations. The analyst also sees a strong outlook for the company, particularly with speculation that it may be collaborating with OpenAI on inference and training services. This potential deal is contingent on Oracle’s launch of Abilene infrastructure and Stargate GPU clusters. Delays in launching them could delay the deal.

Looking ahead, UBS projects $134 billion in revenue for Oracle Corporation (NYSE:ORCL) with 38% operating margins by FY29. The revenue projection is above the current guidance of $104 billion, while operating margins are below the guided 45%. The analyst also projects Capex increasing to $54 billion as Oracle Corporation (NYSE:ORCL) progresses further into the AI infrastructure market.

Oracle Corporation (NYSE:ORCL) offers SQL-based solutions for data storage and analytics. It is included in our list of the unstoppable stocks.

While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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