Oracle Corporation (ORCL)
Oracle's Larry Ellison adopts trading plan to sell up to $7.5 billion worth of stock
Larry Ellison adopted a trading plan that would allow him to sell up to 50 million of his shares in the software company. The world's seventh-richest person hasn't sold more than 25,000 shares at any given time this century.
Oracle: The $28B CapEx Illusion And The Reality Of Software Cannibalization
Oracle Corporation reported strong cloud growth and raised its revenue outlook, but underlying revenue growth was minimal despite massive capex deployment. Cloud gains are offset by collapsing on-premises software revenue, leading to only modest net growth and margin compression as high-margin software is replaced by capital-intensive infrastructure. Free cash flow has turned negative due to $90–95 billion in annual capex, funded by a $20 billion secondary share offering, with shareholders bearing the cost.
Is ORCL a Buy Following 121% IaaS Growth in Q1 Earnings?
Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.
Prediction: This Could Be an Unexpected AI Winner Through 2030
Oracle just posted numbers that should have sent the stock soaring, yet shares sit near a 52-week low while a $664 billion backlog quietly accumulates.
Wall Street Analysts Say Oracle's Earnings ‘Checked Nearly Every Box'
Could Oracle's strong earnings report lead to turnaround in the stock?
Oracle Weakens Bear Case With Broader AI Customer Base and $664 Billion Backlog
Oracle just posted a quarter that punched a hole in the most popular bearish argument against the stock, but two stubborn risks still stand between investors and a clear buy signal.
Oracle's AI Spending Is Still Huge, But the Payoff Is Starting to Show in Earnings
Oracle TodayORCLOracle$153.77 +0.83 (+0.54%) As of 11:30 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$114.50▼$329.50Dividend Yield1.30%P/E Ratio26.34Price Target$256.05Add to WatchlistOracle's NASDAQ: ORCL stock price is on track for a substantial recovery and a sustained, prolonged upswing as the monetization of its AI ambition begins.
Oracle Q1 Earnings Beat Estimates, Cloud Growth Accelerates
ORCL's Q1 earnings beat estimates as cloud revenues surge 62%, fueled by accelerating AI infrastructure demand and a $664 billion backlog.
Oracle: CapEx Fears Have Led To Irrational Mispricing
Oracle maintains a robust investment case, driven by surging cloud infrastructure revenue growth and a record-high revenue backlog. Despite a significant stock price decline since the fourth-quarter earnings report in June, underlying AI and cloud infrastructure demand remains exceptionally strong. Valuation has compressed to 13.9x FY 2028 P/E, reflecting investor concerns over aggressive CapEx, yet backlog growth and pricing power offer margin upside.
Oracle Q1 Earnings Call Centers on AI Capacity and Raised Outlook
ORCL has raised its fiscal 2027 revenue outlook to at least $90 billion as AI capacity, RPO conversion and cloud infrastructure execution drive growth.
Why Oracle's New Data Platform Matters
Plus, AI's economic future: Study philosophy, survive the robots
Oracle stock outlook: analysts see more upside as AI growth gains momentum
Oracle shares rose 6% in premarket trading on Friday after stronger-than-expected quarterly results and an upbeat outlook helped ease investor concerns over the cloud computing company's debt-funded artificial intelligence spending. The enterprise software giant reported first-quarter revenue of $19.35 billion, ahead of the $19.14 billion consensus estimate from LSEG.
