Yumi's Pick: 'Hidden by AI Investment Burden'... Oracle Could Face Re-evaluation with AI Agents

Oracle's data platform competitiveness, overshadowed by AI investment burdens, may now draw renewed market attention as AI agents expand. The company's integrated business structure, connecting databases, ERP, HCM, and SCM systems, is emerging as a growth driver. Mizuho maintains a 'Buy' rating with a $320 target price, citing Oracle's lower PER despite strong growth. Oracle's stock has fallen ~40% this year, reflecting concerns over rising debt and credit downgrades. However, Mizuho argues infrastructure costs are masking core strengths, and OCI capacity conversion could alleviate financing concerns. Further revaluation may occur if data platform growth validates its business model. Analysts highlight Oracle's unique position combining data storage with operational systems, contrasting with SaaS firms struggling to integrate fragmented data through AI agents.