Why Jacob Shonenshine Calls Oracle (ORCL) Undervalued Amid AI Buildout

Bullish Gator

Barron’s Jacob Shonenshine argues ORCL is a buy: AI infrastructure growth, 16x forward P/E, undervalued despite lingering investor concerns.

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What stands out

Jacob Shonenshine, writing in Barron's and speaking on Schwab Network, argues Oracle is undervalued because it is building out artificial intelligence (AI) infrastructure and trades at a modest forward price-to-earnings (P/E) ratio of 16. He frames the story as a quality upgrade, not a turnaround: steady software-margin economics meeting new cloud and AI revenue streams. That makes a stock that looks cheap on headline multiples suddenly interesting to long-term investors less swayed by short-term chatter.