One Tech Giant’s Stock Could Double in Price in the Coming Years, Says Wedbush’s Dan Ives

Wedbush Securities analyst Dan Ives says one stock could see its price double over the next several years as the company capitalizes on growing demand tied to artificial intelligence (AI) infrastructure.

In a new Bloomberg interview, Ives says Wall Street is significantly undervaluing Oracle’s long-term opportunity, arguing investors are too focused on concerns surrounding debt and capital spending instead of the revenue potential tied to AI.

“I think Oracle is going to be a tremendously bigger company in the next two, three or four years than it is today… This stock ultimately could double as they monetize A.I. over the coming years.”

According to Ives, Oracle’s expanding backlog and growing role in enterprise AI deployments are not being fully reflected in the company’s valuation. He says more corporations are moving toward AI-driven operations, which could create a major tailwind for Oracle’s cloud and infrastructure businesses.

The comments come as Oracle increases spending to build out capacity and compete more aggressively in the race to power next-generation AI workloads. Investors have closely watched how major technology companies are financing large infrastructure expansions, particularly as borrowing costs remain elevated.

Although he acknowledges broader market concerns about leverage, Ives believes Oracle’s cash flow generation and business model leave it in a stronger position than many other software companies. Follow us on X, Facebook and Telegram
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