Oracle’s selloff offers a chance to buy an ‘upper-echelon’ growth stock for cheap, analyst says

MarketWatch

by William Gavin

February 25, 2026

AI-Generated Deep Dive Summary

An Oppenheimer analyst has turned bullish on Oracle’s stock following a significant selloff that has erased more than half of its value since reaching peak levels in September. The analyst views the decline as an opportunity to acquire a high-quality growth stock at a discounted price, highlighting Oracle's strong fundamentals and potential for recovery. Despite facing challenges, including broader market volatility and competition in the tech sector, Oracle’s cloud computing and artificial intelligence initiatives are seen as key drivers of future growth. Oracle has long been a leader in enterprise software and database solutions, but its stock has faced pressure due to macroeconomic factors and investor concerns about slowing growth in certain markets. However, the analyst points out that Oracle’s cloud infrastructure business is gaining momentum, with increasing demand for hybrid and multi-cloud solutions from enterprises. Additionally, Oracle’s focus on AI-driven innovations, such as its Generative AI product line, positions it as a competitive player in this rapidly evolving field. The analyst also notes that Oracle’s financial health remains

Verticals

financemarkets

Originally published on MarketWatch on 2/25/2026