Oracle Corporation (ORCL)
Why I Really Like Oracle Ahead Of Q1 Earnings
Oracle targets 27% to 29% quarterly revenue growth, supported by accelerating cloud demand, contracted capacity, and expanding AI infrastructure deployments. OCI delivered 1.2 gigawatts during fiscal 2026 and targets one gigawatt in Q1, creating an important execution test for investors. Ninety-eight percent of active AI data-center capacity is contracted, while GPU utilization reached 97.5%, supporting backlog quality despite concentration concerns.
Why Oracle Is the Next Beaten-Down Software Stock Due a Big Rally
Software stocks are back in vogue, and the more beaten-down the better.
AI trade faces test with next week's Oracle earnings
How Michael Khouw is playing ORCL ahead of earnings.
Analyst revises Oracle (ORCL) stock price target
Although Oracle Corp. (NYSE: NYSE) saw its market capitalization fall by $146.4 billion so far in 2026, hovering at $407.1 billion on September 2, Mark Moerdler, a Wall Street analyst at Bernstein SocGen Group, expects another rally towards the all-time high (ATH) over the next 12 months.
Prediction: Oracle Will End The Year at This Price
Oracle's cloud bookings are breaking records while the stock sits near a 52-week low, and Wall Street is pounding the table with an aggressive price target. Here is whether the numbers actually support the hype.
Why Oracle (ORCL) is Poised to Beat Earnings Estimates Again
Oracle (ORCL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Why Oracle stock is down around 5% on Tuesday
Oracle shares fell around 5% on Tuesday, putting the stock on track for a third straight session of losses as rising bond yields and renewed inflation concerns pressured technology stocks. The broader market also declined on the first trading day of September.
Oracle Falls 4% as Bond Selloff Tests Its Debt-Funded AI Buildout, Nebius Slips
A global bond selloff that lifted the 10-year Treasury yield to a recent high is landing hardest on balance sheets carrying the heaviest debt-funded AI capital expenditure.
Oracle (ORCL) Earnings Expected to Grow: Should You Buy?
Oracle (ORCL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Oracle: The Balance Sheet Is The Issue (Earnings Preview)
Oracle Corporation remains a Hold as structural challenges persist despite a cheaper valuation and improved risk profile from prepaid and customer-supplied hardware contracts. Recent AI infrastructure deals shifted capital risk to customers, but this may reduce revenue and profit per GW compared to Oracle-owned hardware. ORCL's capital structure is deteriorating, with total debt at $167B, significant off-balance sheet lease commitments, and ongoing large-scale equity and debt raises.
Here's Why Oracle (ORCL) Fell More Than Broader Market
Oracle (ORCL) reached $149.12 at the closing of the latest trading day, reflecting a -1.15% change compared to its last close.
Oracle May Remain A Chronic Underperformer
Oracle Corporation faces severe free cash flow deterioration due to aggressive AI data center CAPEX, now posting a record low -5.4% FCF yield on the stock quote. ORCL's stock has underperformed QQQ's +28% gain, with a -40% total return loss since August 2025, highlighting execution risk alongside expanding share issuance and borrowing needs. Escalating AI LLM fees on consumers/businesses are prompting users to cut back on queries, raising doubts about the sustainability of ORCL's hyperscaler strategy.
