Quick Read

• ORCL earns a high-conviction BUY at a $219 price target, with its $638 billion backlog up 363% driving the 35% upside case.

• ORCL’s forward P/E of 21 looks cheap against MSFT’s 27 and AMZN’s 36, even as OCI growth of 93% outpaces both clouds.

• Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn’t make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut.

Oracle (NYSE:ORCL) has become one of the most talked-about names in the AI infrastructure trade, and after a violent round trip from north of $341 to the low $130s and back,…