Tech

Oracle Down in 2026; Dan Ives Buy-the-Dip on AI Push

Oracle is down in 2026 after a strong performance in 2025, as Wedbush analyst Dan Ives launches a bullish buy-the-dip call on the stock amid Oracle’s accelerating AI infrastructure push. Ives pins a $225 target and ~27.6% upside to the current price, framing Oracle’s bets on OCI as a potential catalyst in a choppy market.

📅 April 24, 2026
⏱️ 2 min read
Oracle Down in 2026; Dan Ives Buy-the-Dip on AI Push

Key Takeaways

  • Dan Ives at Wedbush assigns a $225 target and ~27.6% upside to the current Oracle price.
  • Oracle has fallen in 2026 after a strong prior year, but is up roughly 28% over the past year.
  • Oracle-NVIDIA to integrate OCI with NVIDIA’s AI platform, reinforcing its AI infrastructure strategy.
  • Some claims—such as a $300B OpenAI compute deal and a $45–$50B capital raise—are unverified and require primary sourcing.

People Involved

  • Dan Ives Wedbush analyst

Entities Involved

  • Oracle Corporation Enterprise software and cloud provider
  • NVIDIA Corporation AI platform provider and Oracle partner
  • OpenAI AI research organization and compute partner

MarketMoodz Analysis

For investors, Oracle’s capital-intensive push to become a foundational AI infrastructure provider raises the risk-reward profile: heavier capex now can suppress near-term free cash flow even as multi-year AI demand could yield higher lifetime value. The Oracle–NVIDIA integration of OCI with NVIDIA’s AI platform anchors a long-run revenue and utilization story, while any OpenAI compute deal—if confirmed—could meaningfully distort demand dynamics.

Historically, big software players have wrestled with the AI capex cycle: strong topline bets can outpace cash-flow gains in the near term, especially as liquidity tightens and multiples compress. Oracle’s ~28% stock rise over the past year contrasts with a ~10% drop in 2026, a pattern mirrored in peers that are routing capital into AI infrastructure rather than immediate profitability.

Going forward, investors should watch management commentary on free cash flow trajectory and capital deployment, verify the OpenAI deal and its scope, and assess financing details (including any capital raises) that could dilute equity. The core question is whether Oracle can monetize its AI infrastructure cycle quickly enough to justify current multiples while preserving optionality for longer-term AI-driven growth.

Source: Original Article

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