Bank of America analysts predict Oracle’s stock could surge to $144 by 2025, driven primarily by its artificial intelligence initiatives and cloud computing advancements. The analysis suggests Oracle’s strategic positioning in the AI market, particularly through its partnership with Nvidia and its enterprise-grade AI infrastructure, could significantly boost its revenue streams. The report highlights Oracle’s potential to capture a substantial share of the growing AI infrastructure market, estimating it could secure about 10% of the projected $30 billion market by 2025. Key factors supporting this growth include Oracle’s robust cloud infrastructure, its established enterprise customer base, and its ability to provide comprehensive AI solutions. The analysis also emphasizes Oracle’s competitive advantage in offering specialized AI chips through its collaboration with Nvidia, positioning it well against major cloud providers. The report notes that Oracle’s chairman Larry Ellison could see his net worth substantially increase if these projections materialize, potentially adding billions to his current wealth. The bank’s analysts particularly emphasize Oracle’s strong position in generative AI applications and its ability to leverage existing customer relationships to drive AI adoption. The forecast suggests Oracle’s AI initiatives could contribute significantly to its overall growth, with potential upside in both cloud services and AI-specific offerings.
Source: https://www.businessinsider.com/oracle-stock-larry-ellison-wealth-bank-of-america-tech-ai-2025-9