Oracle Corporation (ORCL)
Why Oracle (ORCL) International Revenue Trends Deserve Your Attention
Examine Oracle's (ORCL) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.
Oracle: Overdone Fears Around OpenAI, Stock Remains A Strong Buy
Oracle shares dropped 37.3% after Q2 2026 revenue and margin misses, but I view the sell-off as overdone. Cloud revenues surged 34% to $8B, now 50% of the total, while higher CapEx and costs reflect investment in future topline growth. Despite elevated CapEx and debt concerns, ORCL's $523B RPO and robust EBITDA growth support strong multi-year upside potential.
Wall Street predicts Oracle stock price for the next 12 months
Although Oracle's (NYSE: ORCL) stock price plunged on Friday in reaction to the company's financials, a section of Wall Street remains confident the equity is likely to rally over the next 12 months.
A Bad Week for Oracle Stock Got Even Worse on Friday. Here's Why
A bad week for software maker Oracle (ORCL) ended on a sour note.
Oracle may underperform compared to other large cap AI stocks in 2026, says Deepwater's Gene Munster
Gene Munster, Deepwater Asset Mgmt. Managing Partner, joins 'Fast Money' to talk Oracle shares slidding as the air comes out of the AI trade.
'Fast Money' traders talk report Oracle is delaying data centers
The 'Fast Money' traders talk report Oracle is delaying data centers.
Johnson: ORCL Long-Term Bull Case, NVDA Not Expensive & Brace for 5-Year A.I. Buildout
Cory Johnson considers Oracle's (ORCL) contracts and incoming cash flow opportunities "fantastic" and calls its $300 billion OpenAI contract "the biggest
Oracle shares continue to fall as it delays OpenAI data centers to 2028
Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell another 5% on Friday, putting it on track for a 15% loss for the week, after Bloomberg reported the company has pushed back the completion of several data centers related to its partnership with OpenAI from 2027 to 2028. The report, which cited sources with knowledge of the projects, said the delays are attributed primarily to labor and material shortages.
Oracle: This Is A Golden Buying Opportunity
Oracle Corporation shares dropped 11% after a minor revenue miss on Thursday, presenting a potential buying opportunity amid strong underlying fundamentals. The Cloud firm's record $523B in RPO, up 438% year-over-year, signals robust demand and rapid contract growth, especially post-OpenAI deal. ORCL is massively profitable, which limits risks for investors who are concerned about CapEx growth.
ETFs to Watch as Oracle Dips Despite Beating on Q2 Earnings
ORCL's post-earnings slide opens a window for investors eyeing ETF exposure as the cloud giant beats profit expectations but misses on revenues.
Oracle Stock: Is Strong AI Demand Enough?
Oracle (ORCL) shares fell more than 11% in after-hours trading, following the Q2 fiscal 2026 report, a sharp repricing that seemingly contradicts the main narrative of booming AI demand.
AI-led tech slide extends into third day as Oracle, Nvidia, fall in premarket trading
Oracle shares edged lower on Friday as investors appear to tap out of technology. It comes after the company's quarterly revenue missed analyst expectations.
