---
title: "3 Data Center Winners to Ride AI Boom amid Big Tech Stock Pullback"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/275932964.md"
description: "Shares of major U.S. tech companies are declining due to concerns over significant AI spending in 2026. However, data center stocks like Oracle (ORCL), MongoDB (MDB), and SBA Communications (SBAC) are rated as Strong Buy by analysts. Oracle is transitioning to an AI cloud provider and has a projected upside of over 81%, with an average price target of $289.62 from 33 analysts, despite worries about its increasing debt."
datetime: "2026-02-13T17:42:32.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/275932964.md)
  - [en](https://longbridge.com/en/news/275932964.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/275932964.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/275932964.md) | [繁體中文](https://longbridge.com/zh-HK/news/275932964.md)


# 3 Data Center Winners to Ride AI Boom amid Big Tech Stock Pullback

Shares in several U.S. tech majors are trading lower, extending Thursday's losses amid worries over their planned hefty spending on artificial intelligence in 2026 and other headwinds.

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Despite these concerns, several data center stocks still boast both a Strong Buy and impressive upside from Wall Street analysts. Using the TipRanks Compare Top Data Center Stocks tool, this article identifies three such stocks: Oracle (ORCL), MongoDB (MDB), and SBA Communications (SBAC).

## **Oracle** (ORCL)

Oracle is an American enterprise software giant founded in 1977. The company is currently in the process of transitioning from a popular database company into a top AI cloud infrastructure provider and has been engaging in aggressive capital raising to fuel its ambitions.

Despite mounting investor concerns about Oracle's ballooning debt profile, most analysts remain confident in the company.

Oracle's shares currently boast over 81% upside with an average price target of $289.62 from 33 analysts. This breaks down to 26 Buys and seven Holds issued over the past three months.

### Related Stocks

- [Oracle Corporation (ORCL.US)](https://longbridge.com/en/quote/ORCL.US.md)
- [Franklin Exponential Data ETF (XDAT.US)](https://longbridge.com/en/quote/XDAT.US.md)
- [SBA Communications Corporation (SBAC.US)](https://longbridge.com/en/quote/SBAC.US.md)
- [Global X Cloud Computing ETF (CLOU.US)](https://longbridge.com/en/quote/CLOU.US.md)
- [iShares U.S. Digital Infras & RE ETF (IDGT.US)](https://longbridge.com/en/quote/IDGT.US.md)
- [Global X Data Center & Dgtl Infrs ETF (DTCR.US)](https://longbridge.com/en/quote/DTCR.US.md)
- [Defiance Daily Target 2X Long ORCL ETF (ORCX.US)](https://longbridge.com/en/quote/ORCX.US.md)
- [MongoDB, Inc. (MDB.US)](https://longbridge.com/en/quote/MDB.US.md)
- [Tradr 2X Long MDB Daily ETF (MDBX.US)](https://longbridge.com/en/quote/MDBX.US.md)

## Related News & Research

- [Goodbye, Grunt Work: Oracle's AI Just Reclaimed 200,000 Hours For Doctors](https://longbridge.com/en/news/278761943.md)
- [ORCL Investors Have Opportunity to Join Oracle Corporation Fraud Investigation with the Schall Law Firm](https://longbridge.com/en/news/278619560.md)
- [Oracle rallies as strong revenue forecast eases concerns over massive AI bets](https://longbridge.com/en/news/278699169.md)
- [Argano Broadens Oracle ERP Infrastructure and Support Services with Acquisition of Denovo Ventures](https://longbridge.com/en/news/278567814.md)
- [Oracle Transforms Construction Safety Management with AI | ORCL Stock News](https://longbridge.com/en/news/277938577.md)