Buying Oracle Shares Won't Make You As Rich As Larry Ellison, But Not Doing So Will Surely Leave You With Regret

A few weeks ago, shares of Oracle put Larry Ellison at the top of the World's Billionaires list, surprising the whole world. Even though Larry's time as “the world's richest person” did not last long, Oracle's price surge still showed everyone its potential and how far it could go.

However, if you were stunned by Oracle's recent price movements, which include it reaching a historical high last week, then, lucky for you, you are about to be shocked again, if you don't grab those shares right away, because, for Oracle, we believe more hikes are coming!  

HERE ARE OUR PICKS FOR THIS WEEK!

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Oracle Corp. (ORCL) — Cloud & AI Pivot, Leadership Renewal

Median Price Target: $400  

Recommendation: Buy

Oracle is riding a strong tailwind in cloud infrastructure growth and AI demand. In its fiscal Q1 of 2026, the company reported that Oracle Cloud Infrastructure (OCI) is expected to grow nearly 77% this fiscal year to reach about $18 billion, with projections rising in subsequent years as its backlog of committed contracts (remaining performance obligations) has surged to roughly $455 billion. Oracle has also signed multiple multi-billion-dollar contracts and is negotiating further large-scale deals, including rumors of a potential $20 billion contract with Meta.

The company recently underwent a leadership transition, appointing Clay Magouyrk (formerly head of OCI) and Mike Sicilia (formerly president of Oracle Industries) as co-CEOs. At the same time, Safra Catz moves into the role of executive vice chair. Larry Ellison remains actively involved. Markets have reacted positively to this change, viewing it as both continuity and a signal that Oracle is aligning its structure more directly with cloud and AI execution.

Oracle's strengths include strong booked demand, a large backlog providing revenue visibility, and explosive growth in OCI and its multi-cloud database business. Strategic positioning via deals such as TikTok's U.S. operations, alongside potential hyperscale partnerships, strengthens Oracle's credibility against competitors like AWS, Google, and Microsoft. However, risks remain. Moody's has highlighted counterparty risks and concerns about leverage, as some of Oracle's recently signed AI contracts may pressure debt metrics, and free cash flow could remain negative for longer. Execution risks also exist given the high CAPEX demands of scaling cloud infrastructure, as well as the fierce competition for performance, reliability, and cost efficiency.

Overall, Oracle appears well-positioned for robust medium-term growth. If the company delivers on its cloud roadmap, maintains margins, and manages leverage prudently, upside potential looks strong. With favorable contract momentum, leadership aligned with cloud and AI, and potential regulatory tailwinds, Oracle could outperform; however, downside risks remain if any key contracts falter or competition intensifies.

Truist Financial (TFC) — Banking Fundamentals & Selective Growth

Median Price Target: $48.77  

Recommendation: Hold

Truist Financial is presenting a mix of promise and caution. The bank has announced a major multi-year expansion strategy that includes opening around 100 “insights-driven” branches, renovating over 300 existing branches, enhancing digital tools, and hiring more advisors to serve higher-end clients. Analysts forecast revenue growth of roughly 6% annually, earnings growth of 7–8%, and EPS growth of about 9% over the next few years. The consensus 12-month price target sits around $48–$50, with some estimates reaching as high as $60, implying moderate upside from current levels.

Despite these positives, recent performance has lagged behind peers. Technical indicators point to weak price momentum, bearish chart patterns, and neutral-to-weak fundamentals in scoring models. On the other hand, Truist's dividend yield remains solid, and its capital position appears manageable, providing investors with some cushion.

Truist's strengths lie in its strategic expansion into high-potential geographic markets, modernization efforts, and a relatively stable core banking business with decent earnings growth. Its dividend income further enhances its appeal as a stable holding. Risks include exposure to the regulatory and interest-rate environment, ongoing technical weakness and cautious investor sentiment, and competitive pressures from fintechs and alternative lenders, particularly if rising funding costs squeeze margins.

Looking ahead, Truist seems positioned to deliver modest rather than dramatic returns. Investors may reasonably expect mid-single-digit total returns, combining dividends and capital gains, over the next 12–18 months if macro conditions remain stable and expansion investments pay off. Truist is best viewed as a core regional bank holding that offers steady yield and moderate growth, though it remains vulnerable to shocks in the broader banking sector or shifts in regulation.