Analysts with Jefferies upgraded IBM stock to a buy call and said they expect Oracle stock to bounce back from a harsh slump.

Both companies have a lot riding on the success of OpenAI, the leader in large language models.

Oracle Corporation (NYSE:ORCL) is one of the best stocks to buy right now. As of January 12, 2026, over 70% of analysts are ...

'We see 2026 as the year that investors begin to shift their focus from hardware to software positions,' an HSBC analyst writes Oracle's vectorized database will prove to be a key advantage as the AI ...

Goldman Sachs rates Microsoft, Oracle, ServiceNow as Buy and Adobe, Datadog as Sell in new software sector coverage for 2026 ...

Oracle has evolved from a stodgy legacy software company to a cloud-first service provider. The company is winning massive multiyear cloud contracts with leading hyperscalers. Oracle is taking on debt ...

Goldman Sachs has assumed coverage of the U.S. software sector, naming three stocks it is bullish on while cautioning against two names amid what it calls the “decade of agentic workflow.” ...