Quick Read – Oracle (ORCL) is a compelling AI infrastructure play at $244.58, backed by a $553 billion contracted backlog. – Oracle’s nonrefundable revenue obligations and capital-light model through customer prepayments provide rare growth visibility. – Act now: the analyst who…
lled NVIDIA in 2010 just named his top 10 AI stocks — and Oracle didn’t make the cut. Grab the names FREE today
At $244.58, Oracle (NYSE:ORCL) is drawing fresh investor scrutiny. The database giant just printed a quarter that reframes its entire investment narrative, turning a sleepy enterprise software story into one of the most aggressive AI infrastructure plays in mega-cap tech. Oracle sells database software, enterprise applications like NetSuite and Fusion ERP, and increasingly the cloud infrastructure (OCI) that competes with AWS, Azure, and Google Cloud.
After a brutal slide from $303.62 in October 2025 to $153.97 in February 2026, the stock has reclaimed momentum on the back of a backlog figure that nobody in the industry can match. The catalyst is Q3 FY2026 results filed March 10, 2026, when Oracle posted $17.19 billion in revenue and $1.79 in non-GAAP EPS, the first quarter in over 15 years with both metrics growing more than 20% organically. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Oracle didn’t make the cut.