We recently published Top 10 Trending Stock Ratings and Calls as Tom Lee Says Latest Selloff is a Buying Opportunity. Oracle Corporation (NYSE:ORCL) is one of the top trending stock ratings and calls.

GQG Partners Portfolio Manager Brian Kersmanc recently discussed why he became underweight tech stocks amid weakening fundamentals. The analyst talked about Oracle and how the company is “undercutting prices” on enterprise deals.

“Pricing dynamics within cloud are coming under a lot of pressure due to increased competition. This is where many cloud providers are struggling, as companies like Oracle Corp (NYSE:ORCL) are undercutting prices by 40–70% on many enterprise deals. This is dragging down pricing across the cloud sector, including players like AWS, making it a less profitable venture. Switching costs are decreasing, and the overall economics are not as favorable. The market is becoming more commoditized, which is challenging given the significant investments being made in this area.”

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ClearBridge Large Cap Growth Strategy stated the following regarding Oracle Corporation (NYSE:ORCL) in its third quarter 2025 investor letter:

“During the quarter, the Strategy initiated new positions in infrastructure software providers Oracle Corporation (NYSE:ORCL) and Datadog and added to custom silicon developer Broadcom. Oracle, a leading provider of database software for large enterprises, has successfully expanded into cloud infrastructure as a platform to run generative AI workloads. Oracle is gaining share among hyperscalers due to its lower-cost data center architecture, which is well-suited for large scale AI training workloads. We believe Oracle’s share of the market will continue to grow over the next few years with profitability of this growth underappreciated by the market.”

While we acknowledge the potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.

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