IBM or Oracle: Which Tech Stock is Poised for Greater Success in 2026?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 28 2025
0mins
Should l Buy ORCL?
Source: TipRanks
IBM's Growth and Focus: IBM's shares have risen 41.5% in 2025, driven by its focus on AI, cloud services, and quantum computing, with a strong recurring revenue of $22.7 billion in fiscal Q3. Analysts predict a 21.9% earnings surge despite a 4.5% revenue growth forecast.
Oracle's Performance and Valuation Concerns: Oracle's stock has increased by 24.2% in 2025, benefiting from its cloud infrastructure and AI partnerships, with expected revenue growth of 9.7% and earnings growth of 11.2%. However, analysts express concerns about its high valuation.
Analyst Ratings Comparison: Both IBM and Oracle hold a Moderate Buy rating from analysts, with IBM's average price target suggesting a slight downside risk, while Oracle's target indicates significant upside potential of 73.5%.
Future Outlook: IBM is positioned for steady earnings growth, while Oracle is expected to lead in revenue expansion through its aggressive cloud and AI strategies, raising the question of which company is better positioned for 2026.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ORCL is 309.59 USD with a low forecast of 180.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 142.820
Low
180.00
Averages
309.59
High
400.00
Current: 142.820
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- AI Technology Pilot: TSSO is piloting the Oracle Health Clinical AI Agent with select physicians, which can automatically generate draft clinical notes, reducing administrative burdens on doctors and allowing them to focus more on patient care, with plans to expand to more physicians in 2026.
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See More
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- Japanese Market Surge: Japan's Nikkei 225 index jumped over 2%, outperforming regional peers, reflecting optimistic expectations regarding Prime Minister Sanae Takaichi's economic policies, which may attract more foreign investment.
- Alphabet's Capacity Warning: Despite Alphabet's warning of potential 'excess capacity' in data centers in its financial report, the company plans to raise $20 billion through a bond sale, demonstrating its robust capital-raising capabilities in the market.
- ChatGPT Growth Resurgence: ChatGPT's monthly growth rate has exceeded 10% again, suggesting that if the broader industry can sustain such growth, Alphabet is unlikely to face 'excess capacity' issues, thereby enhancing its competitive position in the market.
See More
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- New Feature Launch: Oracle has introduced new capabilities in its Fusion Cloud SCM aimed at helping process manufacturing customers enhance real-time production visibility and meet regulatory requirements through a unified cloud solution, thereby improving product quality and reducing risk.
- Real-Time Adaptability: The new features enable customers to adapt production in real time, improve batch outcomes, and maintain traceability as materials, formulas, and production conditions change, which is particularly crucial for highly regulated industries such as life sciences, chemicals, and food and beverage.
- Flexible Batch Execution: Oracle Manufacturing supports various manufacturing strategies, including make-to-stock and make-to-order, with built-in coordination across inventory, quality, costing, and execution, helping manufacturers maintain high operational efficiency amid changing production demands.
- AI-Driven Supply Chain Integration: Oracle Cloud SCM leverages embedded AI to analyze supply chain data, automate processes, and enhance operational resilience, enabling businesses to quickly adapt to market changes and improve their competitive edge.
See More
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- Embedded AI Agents: Oracle has introduced new AI agents within its Fusion Cloud Applications to assist supply chain leaders in accelerating decision-making and enhancing operational efficiency, particularly in critical areas such as planning, procurement, and manufacturing.
- Workflow Automation: The new AI agents automate end-to-end workflows, reducing manual errors and optimizing resource allocation, thereby improving business performance and enhancing operational resilience to navigate increasingly complex supply chain environments.
- Integrated Security Features: These AI agents operate on Oracle Cloud Infrastructure with built-in security features and are seamlessly integrated within Oracle Fusion Applications at no additional cost, providing users with enhanced operational capabilities.
- Customizable Solutions: In addition to the embedded AI agents, customers and partners can leverage the AI Agent Studio to create and manage unique AI agents, further elevating the enterprise's intelligence and adaptability in the market.
See More
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- AI Agents Embedded: Oracle has embedded new AI agents within its Fusion Cloud Applications to assist supply chain leaders in accelerating decision-making and enhancing efficiency across planning, procurement, and manufacturing, thereby strengthening operational resilience in complex supply chain environments.
- Automated Workflows: The new AI agents automate end-to-end workflows and provide real-time insights, enabling users to make faster and more confident decisions while reducing manual errors and optimizing resource allocation, which directly enhances business performance.
- Multi-Functional Agent Support: With features like Planning Cycle Agent, Component Replacement Agent, and Maintenance Work Order Cost Estimation Advisor, these agents help teams manage tasks more efficiently, lower costs, and improve productivity, driving overall business performance improvements.
- Customizable Capabilities: Customers and partners can also create and manage unique AI agents using the AI Agent Studio, further enhancing the flexibility and adaptability of Oracle Cloud SCM to meet challenges posed by market changes.
See More
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- Flexible Batch Execution: The system supports automatic recipe selection based on batch size, allowing manufacturers to quickly adjust production to meet changing market demands, which in turn enhances production efficiency and responsiveness.
- Smart Operations Integration: By utilizing Smart Operations, manufacturers can capture operation quantities directly from factory equipment, improving production accuracy and reducing errors, ensuring high efficiency and reliability in the manufacturing process.
- Materials Traceability and Control: New features include lot-specific unit conversions and automatic blocking of expired materials, helping manufacturers reduce risk and waste while ensuring accurate management of inventory and production.
See More
