Oracle (ORCL)’s a “Linchpin” Stock, Says Jim Cramer

ORCL -0.57%

We recently published 14 Stocks Jim Cramer Talked About.  Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer talked about.

AI infrastructure giant Oracle Corporation (NYSE:ORCL)’s shares are down by 3.4% over the past year. Year-to-date, the stock has lost 9%, and during this time period, several analysts have discussed the firm. For instance, Guggenheim reiterated a $400 share price target and a Buy rating on the shares as it called the firm its “Best Idea” in the software industry. Along with providing AI infrastructure, Oracle Corporation (NYSE:ORCL) is also one of the largest enterprise resource planning (ERP) software providers in the world. The shares have struggled amidst concerns about the debt the firm is taking to build AI infrastructure. Guggenheim outlined that Oracle Corporation (NYSE:ORCL)’s long-term growth opportunities could make the spending worthwhile. Cramer also discussed Guggenheim’s coverage:

“I wanted to be fatuous just in keeping with the news that I read which makes me feel like, are you kidding me? Come on, are you kidding me? Are we really supposed, what are we supposed to sell Oracle off of this? What are we supposed to do?

Munro Global Growth Fund also discussed Oracle Corporation (NYSE:ORCL) in its fourth quarter 2025 investor letter:

“Key detractors from performance for the quarter included Oracle Corporation (NYSE:ORCL) (Digital Enterprise), Rheinmetall (Security) and Coreweave (High-Performance Computing). Oracle shares fell during the quarter as the market scrutinized their ability to fund the company’s aggressive spending plans, given Oracle is heavily linked to OpenAI, who in turn is only generating a small amount of revenue today relative to their medium-term spending plans. Coreweave is effectively an enabler for Oracle to be able to deliver on its computing ambitions, and therefore also declined over the quarter.”

While we acknowledge the potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.