Jim Cramer’s Game Plan This Week: 10 Stocks to Watch

3. Oracle Corporation (NYSE:ORCL)

Number of Hedge Fund Holders: 91

Cramer mentioned that he expects Oracle Corporation (NYSE:ORCL) to report strong earnings due to the virtually limitless demand for data centers.

“Now first, here’s Oracle, one of the major companies building out these data centers. I think they’ll show incredible strength, amazing, really fabulous sales because there’s practically an endless demand for data centers. Let’s see if they’re still planning to build those things like crazy…. We’ll learn more from Oracle Monday evening.”

Oracle (NYSE:ORCL) provides a wide range of enterprise IT solutions, including cloud software applications, industry-specific solutions, infrastructure technologies like databases and cloud services, and hardware products. It is known for being one of the most cost-effective data center operators in the industry, a factor that has helped attract high-profile AI start-ups, including OpenAI and Elon Musk’s xAI.

According to the company, the demand for its cloud infrastructure services is currently surpassing supply. As of the first quarter of fiscal 2025, the company had 162 data centers either operational or under construction, with plans to expand to between 1,000 and 2,000 data centers in the future. The company also secured $3 billion worth of AI-related cloud contracts during the same quarter, signaling strong future growth potential for its cloud business.

Oracle (NYSE:ORCL) has set an ambitious target for fiscal 2026, expecting revenue to reach $66 billion, a 13% increase from the projection for fiscal 2025. The company also anticipates non-GAAP EPS to grow between 6% and 10%, with the expected range in constant currency being between $1.42 and $1.46. Furthermore, it forecasts its revenue to exceed $104 billion by fiscal 2029, marking significant long-term growth.