IBM or Oracle: Which Tech Stock is Poised for Greater Success in 2026?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 28 2025
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Source: TipRanks
IBM's Growth and Focus: IBM's shares have risen 41.5% in 2025, driven by its focus on AI, cloud services, and quantum computing, with a strong recurring revenue of $22.7 billion in fiscal Q3. Analysts predict a 21.9% earnings surge despite a 4.5% revenue growth forecast.
Oracle's Performance and Valuation Concerns: Oracle's stock has increased by 24.2% in 2025, benefiting from its cloud infrastructure and AI partnerships, with expected revenue growth of 9.7% and earnings growth of 11.2%. However, analysts express concerns about its high valuation.
Analyst Ratings Comparison: Both IBM and Oracle hold a Moderate Buy rating from analysts, with IBM's average price target suggesting a slight downside risk, while Oracle's target indicates significant upside potential of 73.5%.
Future Outlook: IBM is positioned for steady earnings growth, while Oracle is expected to lead in revenue expansion through its aggressive cloud and AI strategies, raising the question of which company is better positioned for 2026.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ORCL is 309.59 USD with a low forecast of 180.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 169.010
Low
180.00
Averages
309.59
High
400.00
Current: 169.010
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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