Oracle stock has incredible growth potential based on the highest price target from Wall Street.
This means investors could use the stock’s drop today as a buying opportunity.
Oracle ORCL -3.62% ▼ stock has remained in focus as Wall Street analysts grow increasingly bullish on the AI and cloud infrastructure company’s opportunities. With shares rallying alongside the broader AI boom, investors are now wondering just how much further Oracle stock can climb. Luckily, analysts have started offering incredibly strong price targets, including one expert who sees ORCL stock reaching $400 per share.
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Five-star Guggenheim analyst John DiFucci currently holds the highest price target on ORCL stock among his Wall Street peers. DiFucci reiterated a Buy rating on Oracle shares alongside a $400 price target, implying a potential 116.32% upside for the stock.
Why Is DiFucci So Bullish on ORCL Stock?
DiFucci’s optimism comes after Oracle delivered strong Fiscal Q3 results that highlighted accelerating demand for AI infrastructure and cloud services. One major point that stood out to the analyst was Oracle’s remaining performance obligations (RPOs), which sit at $553 billion. That backlog signals strong long-term demand for the company’s AI and cloud offerings.
The analyst also noted that Oracle AI infrastructure demand continued to outpace supply, which reinforced the view that the AI spending boom is still in its early stages. Oracle has become an important player in AI infrastructure thanks to its cloud platform, database technologies, and partnerships tied to large-scale AI deployments.
Beyond AI infrastructure, DiFucci also remains optimistic about Oracle’s database technology and expanding applications business. The analyst believes that if Oracle can continue delivering on its commitments to clients, investor confidence in the company’s long-term growth story will likely further strengthen.
ORCL stock trading activity today saw some 6.3 million shares change hands, compared to a three-month average daily trading volume of about 29.62 million shares.
Considering DiFucci’s bullish stance on ORCL stock, today’s dip and muted trading activity may present a buying opportunity for traders.
Is Oracle Stock a Buy, Sell, or Hold?
Turning to Wall Street, the analysts’ consensus rating for Oracle is Strong Buy, based on 28 Buy and five Hold ratings over the past three months. With that comes an average ORCL stock price target of $247.04, representing a potential 33.55% upside for the shares.
SoftBank Group SFTBY -1.01% ▼ , the Japanese investment and technology conglomerate led by Masayoshi Son, reported strong results for its fiscal fourth quarter ended March 31, 2026, helped by gains from its AI-related investments.
Meanwhile, SoftBank reported quarterly revenue of 1.84 trillion yen ($11.66 billion), ahead of analyst estimates of 1.81 trillion yen. For the full fiscal year, SoftBank reported record revenue of 7.04 trillion yen ($44.9 billion), marking the first time annual revenue crossed the 7 trillion yen level. Following the earnings release, SoftBank shares climbed as much as 4.4% in Tokyo trading.
OpenAI and Arm Lead the Recovery
SoftBank’s results were helped by the rising value of its holdings in OpenAI and Arm Holdings ARM -2.22% ▼ .
SoftBank said its cumulative investment in OpenAI reached $34.6 billion as of the fiscal fourth quarter, giving the company roughly an 11% stake in the ChatGPT maker.
Separately, SoftBank agreed in February 2026 to invest another $30 billion in OpenAI through multiple funding rounds. Once completed, SoftBank’s total commitment is expected to reach about $64.6 billion, raising its stake to around 13%.
Meanwhile, Arm Holdings, the chip design company in which SoftBank owns roughly 90%, remained a major source of value for the group. Arm’s strong stock performance has strengthened SoftBank’s balance sheet and helped support the company’s growing AI infrastructure ambitions.
Masayoshi Son Expands AI Plans
Founder Masayoshi Son is now accelerating SoftBank’s AI strategy with a series of large-scale infrastructure projects.
Reports suggest SoftBank is discussing a potential $100 billion AI and semiconductor project in France as part of Europe’s efforts to build local AI capacity. The company is also linked to large data center plans in the U.S.
SoftBank has also been working with partners including OpenAI and Oracle ORCL -3.62% ▼ on several AI-related projects.
Investors Watch Funding Needs
To support these plans, SoftBank has continued raising cash through asset sales and financing deals.
In recent years, the company sold stakes in firms such as Nvidia NVDA +0.61% ▲ and T-Mobile TMUS +1.28% ▲ . It has also raised money through loans backed by some of its holdings.
Even so, some investors remain cautious about the large amount of spending needed for SoftBank’s AI expansion plans.
Is SoftBank a Good Stock to Buy?
On Wall Street, SoftBank currently carries a Hold rating based on one analyst rating issued over the past three months. TD Cowen analyst Krish Sankar currently has a $13 price target on the stock, implying about 30% downside from current levels.
The Vanguard S&P 500 ETF VOO -0.13% ▼ , which tracks the S&P 500 Index (SPX), slipped 0.25% in Tuesday’s pre-market session after April inflation came in higher than expected. Meanwhile, oil prices moved higher as tensions between the U.S. and Iran continued to weigh on markets. Notably, President Donald Trump rejected Iran’s latest proposal aimed at ending the conflict.
VOO’s Key Holdings with Highest Upside/Downside Potential
According to TipRanks’ unique ETF analyst consensus, determined based on a weighted average of analyst ratings on its holdings, VOO is a Moderate Buy. The Street’s average price target of $796.00 implies an upside of 17%.
Currently, VOO’s five holdings with the highest upside potential are:
Revealingly, the VOO ETF’s Smart Score is seven, implying that this ETF will likely perform in line with the market.
Does VOO Pay Dividends?
Yes, VOO pays dividends. These payments come from the dividends paid by the companies in the S&P 500, and VOO distributes them to shareholders every quarter. The payout amount can change from quarter to quarter because company dividends vary. Investors can receive the dividend as cash or choose to automatically reinvest it into more shares through a dividend reinvestment program.
Oracle is finally proving that its aggressive AI capex cycle is translating into real demand, backlog growth, and cloud monetization, helping reduce fears around leverage and funding risk.
With OCI growth accelerating, RPO reaching $553 billion, and hyperscalers validating the broader AI infrastructure cycle, Oracle’s long-term earnings power may still be underappreciated by the market.
Oracle ORCL -3.62% ▼ , long brushed aside as a legacy enterprise software company with limited relevance in artificial intelligence (AI), is starting to look increasingly credible in the current infrastructure boom. After many months of investor skepticism around its ability to become a major hyperscaler, Oracle is finally starting to shift the narrative.
More importantly, the latest hyperscaler earnings season helped validate the broader AI infrastructure cycle, with Microsoft MSFT -1.18% ▼ , Amazon AMZN -1.18% ▼ , and Google GOOGL -0.33% ▼ all reiterating strong AI demand trends. In Oracle’s case — where the stock had been heavily pressured by funding and leverage concerns — the reaction tends to become much more explosive as fears around demand normalization begin to fade. As a result, Oracle’s 12-month stock performance has begun to converge with the broader market once again.
Although Oracle is by no means a low-risk story, I believe the thesis looks increasingly constructive today. The company continues to rely heavily on debt-funded AI capex, and execution remains critical. The combination of accelerating Oracle Cloud Infrastructure (OCI) growth, the half-trillion-dollar Remaining Performance Obligations (RPO) backlog, and improving visibility around the funding model continues to support the bull case. For that reason, I rate Oracle stock as a Buy.
The Market Finally Started Believing Oracle’s AI Spend
Before Oracle reported its Q3 results a couple of months ago, the market was primarily concerned about one key factor: the company was “spending” very aggressively — roughly $45–$50 billion in AI capex for FY26 — relative to its revenue base and cash generation. Unlike hyperscalers such as Microsoft and Amazon, which operate businesses generating roughly $140 billion in annual operating cash flow, Oracle generates cash flows closer to $20 billion.
However, the tech space is currently in an AI arms race. Clearly, “stopping investment” is dangerous, as is “continuing to invest without visible monetization.” I would argue Oracle initially looked stuck in the latter category.
At the same time, hyperscalers’ earnings season also became very important for Oracle’s narrative. Microsoft, Amazon, and Google essentially validated the thesis in Q1, as Azure AI demand remained very strong, AWS AI accelerated, and Google Cloud continued to improve.
So far, the market has started warming up to the idea that Oracle’s capex cycle may not be as reckless as previously feared. That is especially true given the repeated signs at this stage of the AI arms race that demand is genuinely absorbing supply. Oracle arguably stands to benefit even more from this shift in sentiment than hyperscaler peers, since its bear case remains much more heavily exposed to funding risk and leverage concerns.
The $553 Billion Question Now Comes Down to Execution
If the market seems to be warming up to the capex story, the next test for Oracle is execution. The half-a-trillion dollars in RPO is not immediate cash, and it’s only realizable if there’s sufficient installed capacity. That requires building data centers, securing power, recognizing revenue, and only then converting that into margins and free cash flow. That’s why the thesis has effectively become an execution story.
The most important statement from management during the last earnings call was that they want to “uncouple capex from Oracle’s capital requirements.” In practice, that would be achieved through a combination of Bring Your Own Hardware (BYOH) structures, upfront customer payments, and partners financing data centers and power capacity.
Under this new model, Oracle has already signed more than $29 billion in contracts combining BYOH structures and upfront payments, allowing the company to continue expanding without cash flows turning negative.
At the same time, Oracle has already stated that it intends to raise up to $50 billion through a mix of debt and equity financing to fund the AI buildout. However, the important detail is that the company already raised $30 billion very quickly through a combination of investment-grade bonds and mandatory convertible preferred stock. The remainder could come from other parts of the program, but management has stated that there is a defined “financing envelope” and that preserving the company’s investment-grade rating remains a priority.
In simple terms, if even a small portion of Oracle’s $553 billion RPO converts into highly recurring revenue over the next three to five years, the company’s current AI buildout starts to look much more reasonable. In that scenario, today’s $45–$50 billion financing and capex needs appear far less outrageous.
Oracle’s Earnings Power May Still Be Underappreciated
Even after the massive sell-off since its peak last September, Oracle stock is still not cheap based on near-term earnings. At roughly 25x–26x FY26 earnings and 23x–24x FY27 earnings, the stock continues to trade at a premium multiple, especially compared to larger hyperscalers with stronger balance sheets.
That said, I would argue the setup becomes increasingly compelling if management can successfully execute on the AI infrastructure backlog. If consensus estimates are even directionally right and earnings per share (EPS) reach nearly $12–$14 by FY29, the current share price would imply only about 11x–12x forward earnings.
At that point, the core risk-reward setup becomes much more interesting. Oracle is clearly not a low-risk stock today, but the market may still be underestimating the company’s out-year earnings power if the $553 billion RPO ultimately converts into revenue, margins, and free cash flow.
Is ORCL a Buy, Hold, or Sell, According to Wall Street Analysts?
Oracle stock currently carries a Strong Buy consensus rating from Wall Street analysts. Of the 34 ratings issued over the past three months, 28 are rated Buy, while six are Hold. The average price target sits at $243.17, implying a potential upside of roughly 25.45% from current levels.
Oracle’s Setup Looks Increasingly Constructive
Oracle’s story is ultimately all about execution. Today, that execution story looks increasingly feasible, given the strong demand already emerging and the massive backlog the company has built up.
The broader validation of the AI cycle by other hyperscalers, combined with Oracle already delivering capacity itself, reinforces what I believe is the most constructive path forward for the company. Meanwhile, the biggest concern around the thesis — the funding model — also looks increasingly less risky than it did just a few months ago.
For that reason, I continue to see a constructive setup for ORCL shares, which arguably still are not trading at a major premium relative to their long-term EPS potential.
The Vanguard S&P 500 ETF VOO -0.13% ▼ , which tracks the S&P 500 Index (SPX), fell 0.13% in Monday’s pre-market trading due to uncertainty over the negotiations between the U.S. and Iran. Also, oil prices rose amid continued tensions in the Middle East. At the time of writing, Brent crude (CM:BZ) was up 2.49% to $103.68 per barrel, while WTI crude (CM:CL) rose 2.28% to $97.55.
Last week, the S&P 500 and Nasdaq Composite rose more than 2% and 4%, respectively. Meanwhile, the Dow Jones rose 0.2% for the week, recording gains in five of the last six weeks.
VOO’s Key Holdings with Highest Upside/Downside Potential
According to TipRanks’ unique ETF analyst consensus, determined based on a weighted average of analyst ratings on its holdings, VOO is a Moderate Buy. The Street’s average price target of $795.74 implies an upside of 17%.
Currently, VOO’s five holdings with the highest upside potential are:
Revealingly, the VOO ETF’s Smart Score is seven, implying that this ETF will likely perform in line with the market.
Does VOO Pay Dividends?
Yes, VOO pays dividends. These payments come from the dividends paid by the companies in the S&P 500, and VOO distributes them to shareholders every quarter. The payout amount can change from quarter to quarter because company dividends vary. Investors can receive the dividend as cash or choose to automatically reinvest it into more shares through a dividend reinvestment program.
Tesla has committed more capital to more than double battery cell production at its Berlin Gigafactory
BYD is reportedly in talks with Stellantis and other European carmakers to use idle factories
Tesla’s TSLA -2.60% ▼ shares rose by over 1% early Wednesday following plans by the electric vehicle giant to pump almost $250 million in additional capital into its battery cell production plant outside Berlin. It comes as competition remains intense, with BYD BYDDY -2.00% ▼ continuing to double down on its European penetration.
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Tesla and BYD Target European Expansion
The Chinese carmaker is now said to be in talks with Stellantis STLA -0.80% ▼ and other European carmakers to take over idle factories in the region. The new capital from Tesla builds on the nearly $1.2 billion investment made last December.
The extra investment will see capacity at the site — its only gigafactory on the continent, which is located in Grünheide, a town southeast of the German capital — jump from 8 gigawatt hours (GWh) planned in December to possibly 18 GWh. The move comes as Tesla is aiming to organize both its battery cell and electric vehicle production at a single location starting next year.
Barclays Sees ‘Improved European Demand’
The plans by the EV maker come as data indicates that the company is making a sales comeback across several markets in Europe, including Germany, France, and Spain. In March, its vehicle registrations in Germany grew by 315% year-over-year.
Barclays analyst Dan Levy sees the new capacity boost as a “potential read on improved European demand.” Levy believes that the expansion could help Tesla deliver battery supply for more than 250,000 units of its Model Y SUV.
However, the analyst maintained his Hold rating on Tesla stock and set a price target of $360, implying roughly 17% downside risk in the months ahead.
Is Tesla a Good Stock to Buy?
Across Wall Street, Tesla’s shares remain a Hold based on analysts’ consensus rating. This breaks down to 12 Buys, 12 Holds, and five Sells issued by 29 analysts over the past three months.
Nvidia NVDA +0.61% ▲ , the AI chip giant, grabbed fresh investor attention after CEO Jensen Huang joined President Donald Trump’s high-profile China trip as a last-minute addition to the delegation. While early reports suggested Nvidia NVDA +0.61% ▲ CEO Jensen Huang would miss the trip, the story took a turn when Huang boarded Air Force One during a refueling stop in Alaska.
Trump later confirmed Huang’s participation on Truth Social, calling reports about his absence “fake news.” The president also highlighted the importance of the business delegation ahead of meetings with Chinese President Xi Jinping. “I will be asking President Xi, a Leader of extraordinary distinction, to ‘open up’ China so that these brilliant people can work their magic,” Trump wrote. He added, “I will make that my very first request.”
Also, Nvidia confirmed Huang’s attendance, saying he joined the summit “at the invitation of President Trump to support America and the administration’s goals.”
Why Huang’s Presence Matters
Huang’s presence on the China trip is especially important for Nvidia because the company is still trying to expand sales of its H200 AI chips in the country. China remains one of the world’s biggest AI markets, but U.S. export restrictions have limited Nvidia’s business there in recent years.
Investors are watching closely to see whether Trump’s meetings with President Xi Jinping could help ease some of those barriers. Any improvement in Nvidia’s ability to sell AI chips in China could become a major growth driver for the company.
Musk, Cook, and Wall Street Leaders Join the Trip
Huang joins an elite group of CEOs with deep ties to China. Among the most closely watched attendees are Tesla TSLA -2.60% ▼ CEO Elon Musk and Apple AAPL +0.72% ▲ CEO Tim Cook. Both companies have major business and manufacturing ties with China, making their presence especially important as trade tensions between the two countries remain sensitive.
Turning to Wall Street, Meta offers the highest upside potential, with analysts expecting gains of more than 35%. Nvidia, Boeing, Blackstone, and GE Aerospace also carry Strong Buy ratings with solid upside potential.
Meanwhile, Tesla, Micron, and Qualcomm currently trade above their average analyst price targets, indicating downside potential from current levels.
Let’s explore Ondas’s shareholder structure through TipRanks’ ownership tool.
Private wireless and drone group Ondas ONDS -4.03% ▼ is scheduled to announce its first-quarter results on May 14. In the last six months, ONDS stock has surged around 37%, driven by the rapid adoption of autonomous drone technology, the rising need for secure industrial‑grade wireless networks, and a steady increase in commercial and government contracts, all of which position Ondas well for continued expansion. In this article, we break down who owns ONDS and what it could mean for investors.
The company’s ownership structure provides valuable insight into both confidence and caution surrounding this stock ahead of earnings.
Who Owns ONDS Stock?
According to TipRanks’ Ownership Tool, public companies and individual investors own 80.44% of Ondas. They are followed by ETFs, mutual funds, institutional investors and insiders at 10.14%, 6.81%, 1.92% and 0.70% respectively.
A significant share of ONDS is held by public and individual investors, reflecting broad market interest and confidence in the company. However, this can make the stock more sensitive to market sentiment, news, and short-term price swings. Meanwhile, insider ownership at 0.70% is relatively low, which may suggest management has limited direct ownership compared to some other growth stocks.
Who are the Top Shareholders?
As can be seen above, Vanguard holds positions one and two in the shareholders list. This is followed by Manager Directed Portfolios. In terms of Mutual Funds, the leader is Vanguard Index Funds with a 3.21% holding.
What to Expect from ONDS’ Q1 Earnings
Wall Street expects ONDS to report an earnings per share of minus $0.05 in its Q1 release, an improvement on the minus $0.15 it reported in the same period last year. It is set to report revenues of $39.36 million, up from $4.2 million this time last year.
