Rumors are flying about a potential Salesforce takeover, but who is the most viable suitor? Oracle, HP, IBM, and Microsoft are all in the rumor mill.

On April 29, analyst Daniel Ives of FBR Capital reiterated an Outperform rating on Oracle Corporation (NYSE:ORCL) with a $48 price target. Earlier in the day, Bloomberg issued Oracle may be acquiring, inc. (NYSE:CRM). Salesforce is currently valued at about $0.75 per share with a total value of nearly $50 billion. Ives notes that this would make Salesforce one of Oracle’s largest acquisitions to date.

Ives lists several reasons that would make Oracle “the most realistic buyer” for Salesforce. First and foremast, Oracle is trying to establish itself in cloud technology, and “acquiring the leading cloud company and bringing on board a visionary leader in Marc Benioff” would be one step closer to this goal. Second, Ives notes that Oracle needs to “make a transformative move” because they are facing pressure and competition in the SaaS industry. Ives continues that Salesforce and Oracle share a database, which would simplify the integration, and several Salesforce executives are Oracle alumni.

Ives concludes, “We view this more as Oracle trying to make a bold, decisive move to stake its claim in the cloud before it falls even farther behind…. We believe a ‘game changing’ acquisition of would fit right into Oracle’s wheelhouse as it could help accelerate the database stalwart’s painful cloud transition.”

Daniel Ives has rated Oracle 4 times since May 2014, earning a 75% success rate recommending the stock with a +2.6% average return per ORCL rating. Overall, Ives has a 71% success rate recommending stocks with a +10.4% average return per rating.

On average, the top analyst consensus for Oracle on TipRanks is Moderate Buy.