I added to my Oracle (ORCL) position, viewing the recent pullback as an opportunity. RBC Capital lowered its price target to $195 but highlighted 2026 as a potential turning point for enterprise AI adoption. Enterprise spending is stabilizing, with certain sectors showing early recovery fueled by GenAI innovation. While management remains cautious in early 2026 guidance, I see this as prudent, not a red flag. The combination of AI-driven growth potential and improving enterprise demand supports my conviction in Oracle’s long-term value and upside.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
