Oracle (ORCL) is trading higher today, February 25, 2026, following a major analyst upgrade and easing concerns regarding its massive capital investment strategy. The stock rose roughly 4% in today's session after Oppenheimer upgraded the shares to Outperform from Perform, citing a favorable risk-reward profile after a significant multi-month selloff. Oracle is raising $45 billion to $50 billion in 2026 through debt and equity to fund a historic buildout of Oracle Cloud Infrastructure (OCI). The company's growth is heavily tied to major AI contracts with OpenAI, Meta, NVIDIA, and TikTok. Easing concerns about OpenAI’s funding stability has improved investor sentiment. Analysts project Oracle’s EPS could double or triple by fiscal 2030 as massive capital expenditures begin to monetize, though short-term free cash flow remains under pressure. PT $286