I reiterate a Strong Buy on Oracle Corporation with a $185 price target, driven by robust Q4 2026 results and accelerating AI infrastructure momentum. The $638 billion RPO looks more credible than it did eight months ago. The majority of incremental Q4 RPO also came through customer prepayments or bring-your-own-hardware structures. 2027 could mark a major growth inflection. Forward revenue growth of 31.54% is about 151% above the sector median, which tells me ORCL's growth profile is moving well beyond it.
Enterprise AI discussions are shifting from model selection and training speed toward the operational requirements of deploying artificial intelligence across business processes, according to Karan Batta, senior vice president of Oracle Cloud Infrastructure.
I keep adding to my research position in Oracle (NYSE:ORCL | ORCL Price Prediction) every time the stock gives me a chance, and I am not slowing down.
In the closing of the recent trading day, Oracle (ORCL) stood at $142.45, denoting a -2.74% move from the preceding trading day.
Oracle (NYSE:ORCL | ORCL Price Prediction) currently trades at $142.07, while the Wall Street consensus target is $246.43.
ORCL's record AI backlog, strong cloud growth and discounted valuation give it an edge over MSFT as enterprise AI demand accelerates.
Oracle's (NYSE:ORCL | ORCL Price Prediction) remaining performance obligations vaulted to $638 billion in Q4 FY2026, an unprecedented backlog that reframes the investment case.
This article was written by Doug Nathman, with research by his team at Trefis.
Oracle stock remains under intense pressure this week, extending a steep decline that began after the shares peaked at $345 in September last year. The stock has since plunged nearly 60% from its all-time high, with its valuation increasingly appearing attractive even as investors remain concerned about the company's rising debt burden and significant exposure to major customers such as OpenAI.
ORCL's AI data center bet carries balance-sheet risk, but record backlog, expanding partnerships and stronger guidance bolster the growth case.
Oracle (NYSE:ORCL | ORCL Price Prediction) and Amazon (NASDAQ:AMZN) both closed their latest quarters with the same uncomfortable admission: AI infrastructure is now devouring cash faster than either business can generate it.
Oracle (ORCL) concluded the recent trading session at $146.71, signifying a -2.53% move from its prior day's close.