Oracle Corporation (ORCL)
Oracle's $638 Billion Backlog Meets Its Balance Sheet on Thursday
Investors are no longer grading Oracle on demand. They are grading it on how demand gets financed.
Oracle's stock gets a boost as the OpenAI ecosystem comes back into favor
“It looks like OpenAI is turning things around,” and that's seen as good news for Oracle, which has a lot riding on the ChatGPT creator's success.
Wall Street analysts update Oracle stock price target ahead of earnings
Wall Street analysts have reaffirmed a bullish outlook on Oracle (NYSE: ORCL) ahead of the company's fiscal first-quarter 2027 earnings report, scheduled for September 10.
Oracle Deserves One Last Chance
Oracle faces intense investor scrutiny after Q4 FY26, with credit downgrades and widening CDS spreads pressuring the stock to new lows. ORCL's capex-driven negative free cash flow and reliance on debt/equity funding, especially with a concentrated backlog from OpenAI, heighten downgrade risk. To regain momentum, ORCL must deliver accelerated Q1 FY27 revenue growth indicating faster backlog conversion and raise full-year guidance while avoiding EBITDA misses.
Oracle Rallies 5% as Morgan Stanley Lifts Its Price Target, CoreWeave Advances 3%
AI cloud infrastructure names are moving higher Tuesday morning after a sell-side re-rating on Oracle (NYSE:ORCL | ORCL Price Prediction) reignited enthusiasm across GPU cloud peers.
Why Oracle's Low-Cost Cloud Changes Everything
Oracle's stock has dropped nearly 28% over the past year, yet one investor keeps hitting the buy button on every leg lower. The reason sits inside a structural bet on cloud infrastructure that most Wall Street reflexes completely overlook.
Discount Hyperscaler: Oracle's Direct Threat to AWS
Oracle is undercutting AWS on price and piling up a backlog that defies expectations, but one of these cloud giants is bleeding cash to get there.
Oracle Stock Keeps Falling While Wall Street Holds Firm—Who's Right?
Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give.
Is Oracle stock a buy before earnings as analysts turn bullish?
Oracle is heading into its latest earnings report with investors focused on one central question: can the software giant's rapidly expanding artificial intelligence infrastructure business grow fast enough to justify the enormous spending required to build it? The company, led by Larry Ellison, is scheduled to report quarterly results on Thursday in what could be one of the most closely watched earnings releases of the quarter.
Oracle Has Fallen Nearly 20% in 2026: One Wall Street Firm Says It's Going to Double and Then Some
Oracle has shed nearly a fifth of its value while its cloud peers climbed, and one Wall Street firm just slapped a price target on it that implies the stock needs to do something it has never done before.
Oracle: Market's Mispricing Is Starting To Unwind
Oracle is holding on to gains after bottoming above the $120 level, refuting the bears and benefiting from a broader software sector recovery. ORCL's $638 billion RPO, heavily indexed to OpenAI, underpins confidence in future revenue conversion and AI monetization. Despite infrastructure buildout risks, Oracle's software business and multi-cloud AI database are delivering strong growth and mitigating AI infra execution concerns.
Why Oracle's stock looks like a compelling buy ahead of earnings
While there are long-term debates around Oracle's stock, analysts say the company looks poised to benefit from upbeat pricing trends and more when it reports results next week.
