AI Stocks Face Revaluation and Opportunities Ahead
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 22 2026
0mins
Should l Buy ORCL?
Source: NASDAQ.COM
- Market Revaluation: Recently, AI stocks have faced a revaluation, with Microsoft shares down over 20% from last year's peak and Oracle's shares halved due to concerns over AI infrastructure spending, reflecting skepticism about the technology's value.
- Investor Psychological Cycle: AI is currently in the 'trough of disillusionment' phase, and while performance is poor in the short term, history shows this stage often precedes a recovery, suggesting investors should view this as a long-term buying opportunity.
- Oracle's Growth Potential: Oracle expects its AI infrastructure revenue to grow from $18 billion this year to $144 billion by 2030, nearly three times its total revenue from the last fiscal year, indicating significant potential in its shift to the AI market.
- Google Cloud's Competitive Edge: Google's cloud computing segment is its fastest-growing business, and while AI accounts for only 15% of its revenue, its enterprise-focused capabilities are rapidly increasing market share, indicating strong future growth potential.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 177.580
Low
180.00
Averages
309.59
High
400.00
Current: 177.580
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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