Insights from Zacks Analysts: Highlights on Micron, Oracle, Meta, NVIDIA, and SoftBank

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Chicago, IL – February 26, 2026 – Zacks Investment Research highlighted Micron Technology, Inc. and Oracle Corporation as top stocks in their latest Analyst Blog. Micron’s high-bandwidth memory (HBM) chips are experiencing rising demand due to increased spending on AI infrastructure, with projected fiscal second-quarter 2026 revenues between $18.3 billion and $19.1 billion, up from $13.64 billion in the previous quarter.

In contrast, Oracle’s Remaining Performance Obligations surged 438% year over year to $523 billion, driven by new agreements with Meta Platforms, Inc. and NVIDIA Corp., reflecting strong customer demand for its cloud services. However, Oracle’s debt-to-equity ratio of 328.3% contrasts sharply with Micron’s 19%, indicating greater financial risk. Analysts currently rate Micron as a “Strong Buy” and Oracle as a “Hold.”

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