Oracle reinforces AI leadership with full-stack strategy: Mizuho

Investing.com -- Oracle’s latest announcements at AI World in Las Vegas reinforce its full-stack leadership in the AI era, according to Mizuho, which maintained an Outperform rating and a $350 price target on the stock.

Mizuho said Oracle unveiled “one of its most comprehensive rounds of AI-driven updates across its database, cloud, and applications portfolio,” supporting its thesis that “Oracle’s full-stack is uniquely positioned to benefit as enterprises adopt AI.”

The firm added, “We believe enterprise AI adoption will unfold over the next decade, and is not reflected in Street estimates.”

Key announcements are said to have included the AI Database 26ai, which embeds vector search, in-database agents, and private LLM containers, “positioning Oracle’s database as an AI-native platform.”

The firm said this converged database, designed for AI, could see strong adoption and “likely drives 4–5x revenue uplift.”

Mizuho cited Oracle Chairman Larry Ellison’s remarks that the company sits “at the intersection of AI and enterprise data,” noting that while most LLMs are trained on public data, Oracle’s database and OCI infrastructure allow enterprises to securely apply AI to their own proprietary data.

Ellison described this approach as “a major unlock” for customers seeking domain-specific insights while retaining control of their data.

The firm also pointed to “rising optimism” among Oracle’s partners and highlighted the company’s “heavy focus on multi-cloud and distributed cloud capabilities.”

Mizuho remarked that these updates “advance Oracle’s position as a key provider of a unified cloud architecture optimized for AI” and strengthen its competitiveness across Fusion applications.

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