Oracle’s Red Bull F1 AI trading expansion could change the landscape for investing in Oracle (ORCL)

• In late February 2026, Oracle and Oracle Red Bull Racing extended and expanded their multi-year title partnership, deepening the use of Oracle Cloud Infrastructure, Oracle AI, and Fusion Cloud Applications to power the Red Bull Ford Powertrain’s next-generation hybrid engine, advanced race simulation, and AI-assisted race strategy under the comprehensive 2026 F1 regulations.
• By incorporating its AI, cloud and application stacks into both vehicle performance and team operations, Oracle turns high-profile sports sponsorships into live showcases of its end-to-end enterprise technology capabilities.
• Oracle is highlighting an AI-powered F1 strategy agent as a proof of concept and assessing how this shapes the company’s AI infrastructure investment story.

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Oracle Investment Story Summary

To own Oracle today, you need to believe that its massive AI and cloud infrastructure push can turn record backlogs into profitable growth faster than growing capital needs and legal overhangs can catch up. Red Bull Racing’s relaunch is more of a marketing and proof-of-concept victory than a short-term financial catalyst, so the key variables remain largely unchanged, but the build-out of a large AI data center and its associated balance sheet risks remain viable.

The deal with Red Bull aligns neatly with Oracle’s widespread rollout of AI agents across Fusion Cloud Applications announced in February 2026, where the company is incorporating AI assistants into finance, human resources, and customer experience workflows at no additional cost. Together with F1, it becomes a live reference customer for the same AI, cloud, and application stacks that Oracle sells to enterprises, reinforcing the idea that real-world, high-pressure workloads are central to the company’s AI infrastructure story.

But behind the glittering F1 partnership, investors should also be wary of Oracle’s AI infrastructure investments and the growing allegations of a related class action lawsuit.

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The Oracle story projects sales of $99.5 billion and revenue of $25.3 billion by 2028.

We reveal how Oracle’s forecasts generate a fair value of $272.89, a 79% increase over the current price.

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The most bullish analysts were talking about Oracle achieving sales of around US$130.7 billion and profits of US$34.8 billion by 2028, which is much more optimistic than the consensus, and things could look different once deals like the Red Bull AI Showcase are fully reflected in the latest view.

Explore 29 other fair value estimates for Oracle – Find out why the stock is worth more than twice its current price.

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This article by Simply Wall St is general in nature. We provide commentary using only unbiased methodologies, based on historical data and analyst forecasts, and articles are not intended to be financial advice. This is not a recommendation to buy or sell any stock, and does not take into account your objectives or financial situation. We aim to provide long-term, focused analysis based on fundamental data. Note that our analysis may not factor in the latest announcements or qualitative material from price-sensitive companies. Simply Wall St has no position in any stocks mentioned.

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