I added to my position in Oracle, seeing strong long-term potential despite near-term caution. RBC Capital recently lowered the price target to $195 but highlighted 2026 as a turning point, where AI-driven benefits, particularly from GenAI, will become more visible for companies ready to adopt enterprise solutions. Enterprise spending is stabilizing and showing selective recovery, indicating opportunities for growth. While management remains cautious in early guidance, I believe Oracle’s strategic positioning in AI and enterprise software justifies increased exposure, anticipating that the market will increasingly recognize its value as AI adoption accelerates.
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