Skip to main content
Assets
Oracle logo
ORCL.NYSE
Oracle
Information Technology · Systems Software

Global technology company providing database software, cloud computing solutions, and enterprise software products for businesses worldwide.

HQ: United StatesListed: United States

Historical AI Forecasts

Audit every published iPulse AI forecast batch and immutable historical research document for Oracle.

Historical AI Forecasts

Oracle Corporation (ORCL.NYSE) AI FORECASTS & ADVISOR ANALYSIS

Read and compare the 12 individual AI Advisor deep-dive reports, including their forecast paths, ratings, price targets, and reasoning.

Updated on 28 November 2025Deep analysis 28 November 2025

PublisherRusslan Ramdowar
25 min readAudit All Past Forecasts

AI Advisor 1 AI

Independent Investor FrameworkAI Researcher

Model rating

Buy

5-Year Return Est.

+83.8%

Includes 0.95% annual net dividend contribution

1. Investment Thesis — Base Case

The most reasonable thesis projects Oracle as a successful 'Hybrid Cloud Utility.' OCI continues to grow at a healthy double-digit pace (20-30%), driven by its price-performance advantage and the stickiness of the Oracle Database. The company successfully converts a significant portion of its on-premise to cloud consumption models (OCI and Cloud Customer). While not overtaking AWS or Azure, Oracle solidifies a strong #4 position globally and #1 in specialized deployments. The Cerner acquisition stabilizes, becoming margin-neutral to slightly accretive. Revenue grows steadily at 10-12% annually, and aggressive combined with drive of 15-18%. The stock compounds steadily, reflecting consistent execution rather than speculative hype.

Historical prices and published forecast

Historical prices and published forecastObserved prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.26.46117.25208.03298.82389.61Nov 2020May 2023Nov 2025May 2028Nov 2030Forecast starts
  • Observed price
  • Published advisor forecast
Observed prices and the selected advisor's published projection share a split-adjusted price basis. Prices after the forecast start are later observations, not information known at publication. Forecasts are uncertain. Values in USD.
View chart values
Historical prices and published forecast — published chart values
SeriesDateValue (USD)
Observed price2020-11-2256.7
Observed price2020-12-1864.2
Observed price2020-12-2365.1
Observed price2021-01-1861.6
Observed price2021-01-2661.1
Observed price2021-02-0463.5
Observed price2021-02-2163.3
Observed price2021-03-0669.8
Observed price2021-03-2468.1
Observed price2021-04-1478.2
Observed price2021-04-2775.4
Observed price2021-05-0680.2
Observed price2021-06-1083.3
Observed price2021-06-1877.6
Observed price2021-06-2377.8
Observed price2021-07-1988.9
Observed price2021-07-2787.7
Observed price2021-08-1490.4
Observed price2021-08-3189.9
Observed price2021-09-1786.8
Observed price2021-09-2288.6
Observed price2021-10-1896.8
Observed price2021-10-2298.0
Observed price2021-11-1394.0
Observed price2021-12-0489.1
Observed price2021-12-1399.0
Observed price2021-12-2289.8
Observed price2022-01-1784.7
Observed price2022-02-0783.2
Observed price2022-02-1676.0
Observed price2022-02-2073.5
Observed price2022-03-1880.5
Observed price2022-03-2783.7
Observed price2022-04-1379.5
Observed price2022-04-2278.6
Observed price2022-05-1867.4
Observed price2022-05-3173.1
Observed price2022-06-0968.6
Observed price2022-06-2268.9
Observed price2022-07-0572.0
Observed price2022-07-2274.4
Observed price2022-08-1779.1
Observed price2022-08-2177.2
Observed price2022-09-1669.4
Observed price2022-09-2166.7
Observed price2022-09-2963.1
Observed price2022-10-2169.7
Observed price2022-11-1679.1
Observed price2022-11-2982.8
Observed price2022-12-0879.6
Observed price2022-12-2580.4
Observed price2023-01-1688.6
Observed price2023-01-2489.6
Observed price2023-02-1187.4
Observed price2023-03-0489.0
Observed price2023-03-1384.8
Observed price2023-03-2288.0
Observed price2023-04-1796.3
Observed price2023-04-2593.8
Observed price2023-05-17100.0
Observed price2023-05-21102
Observed price2023-06-16125
Observed price2023-06-21121
Observed price2023-07-08115
Observed price2023-07-21118
Observed price2023-08-07113
Observed price2023-09-07126
Observed price2023-09-15112
Observed price2023-09-20110
Observed price2023-09-28106
Observed price2023-10-24101
Observed price2023-11-15114
Observed price2023-11-19117
Observed price2023-12-11102
Observed price2024-01-06103
Observed price2024-01-15108
Observed price2024-01-19110
Observed price2024-02-05116
Observed price2024-02-23111
Observed price2024-03-15127
Observed price2024-03-20129
Observed price2024-04-15120
Observed price2024-04-23116
Observed price2024-05-15122
Observed price2024-06-01119
Observed price2024-06-14142
Observed price2024-06-23140
Observed price2024-07-06145
Observed price2024-07-23139
Observed price2024-08-05129
Observed price2024-08-18138
Observed price2024-09-13162
Observed price2024-09-18165
Observed price2024-10-14176
Observed price2024-10-31173
Observed price2024-11-09188
Observed price2024-11-22190
Observed price2024-12-13173
Observed price2024-12-26171
Observed price2025-01-13157
Observed price2025-01-30164
Observed price2025-02-12176
Observed price2025-02-16175
Observed price2025-03-14148
Observed price2025-03-19150
Observed price2025-04-14131
Observed price2025-04-18129
Observed price2025-05-14161
Observed price2025-05-18159
Observed price2025-06-13203
Observed price2025-06-22207
Observed price2025-07-09235
Observed price2025-07-22242
Observed price2025-08-04256
Observed price2025-09-04223
Observed price2025-09-12293
Observed price2025-09-21325
Observed price2025-09-30281
Observed price2025-10-17303
Observed price2025-11-12230
Observed price2025-11-16224
Observed price2025-12-12195
Observed price2025-12-17190
Observed price2026-01-12201
Observed price2026-01-16190
Observed price2026-02-02151
Observed price2026-02-24145
Observed price2026-03-09160
Observed price2026-04-08140
Observed price2026-04-13157
Observed price2026-04-26170
Observed price2026-05-13195
Observed price2026-05-17185
Observed price2026-05-30226
Observed price2026-06-17187
Observed price2026-07-12132
Observed price2026-07-25118
Observed price2026-08-12154
Observed price2026-09-07162
Observed price2026-09-14145
Observed price2026-09-15140
Observed price2026-09-17151
Observed price2026-09-18148
Published advisor forecast2025-11-26205
Published advisor forecast2026-05-27224
Published advisor forecast2026-11-27238
Published advisor forecast2027-05-27255
Published advisor forecast2027-11-27272
Published advisor forecast2028-05-27290
Published advisor forecast2028-11-27308
Published advisor forecast2029-05-27322
Published advisor forecast2029-11-27334
Published advisor forecast2030-05-27348
Published advisor forecast2030-11-27359

2. Scenarios & Signals

Bull case

In this scenario, Oracle successfully cements itself as the primary infrastructure alternative to the 'Big Three' (AWS, Azure, GCP) specifically for high-performance AI workloads. The partnership with NVIDIA deepens, making OCI the preferred destination for training massive LLMs due to superior RDMA networking and cost-efficiency. The 'Database@Azure' and multi-cloud strategy eliminates friction, causing a mass migration of legacy on-premise Oracle workloads to OCI without losing customers to competitors. The Cerner acquisition transforms into a high-margin data platform for healthcare, driving unexpected earnings growth. expand to over 45% as cloud kick in. By 2030, Oracle trades at a (30x+) on doubled earnings, driven by its indispensability in the and markets.

Bear case

In this scenario, the boom proves to be a temporary bubble that bursts by 2026-2027, leaving Oracle with massive overcapacity and high debt. While OCI grows, it fails to achieve the critical needed to compete with the entrenched ecosystems of AWS and Microsoft. The Cerner integration remains messy, dragging down consolidated margins and distracting management. Furthermore, the decline of high-margin legacy on-premise license support revenues accelerates faster than cloud revenues can compensate, leading to revenue stagnation. compress valuation multiples back to historical levels of 15x-18x. Investors lose confidence in the 'growth' narrative, re-rating the stock as a low-growth legacy incumbent.

Complete advisor preview locked

Unlock this report and every AI Advisor

Sign in to check your access, or upgrade to the Base plan to read this report and open every advisor.

Sign in to check accessView Base planReturn to latest AI Consensus