Oracle Corporation (ORCL)
How Oracle Stock Could Rise To $300
Is it feasible for Oracle (NYSE: ORCL) stock to achieve a price of $300 in the next few years? We believe there's a significant opportunity.
Oracle: The Bounce Is Just The Beginning
Oracle is undervalued at $150, with a fair value estimate between $173 and $180 per share on a 12-month view. Despite negative free cash flow and $162B in debt, ORCL's $553B RPO and accelerating revenue growth support a bullish, asymmetric risk/reward profile. Cloud infrastructure revenue grew 84% YoY; multicloud database revenue surged 531% YoY, with high-margin expansion opportunities from database and recent layoffs.
Oracle: Still Priced Like It's Dead Money
It's impossible to say whether the lows are in or not. However, I have a high conviction that revenue growth is only going in one direction: up. Eventually, I think the market will be willing to recognize this fact, and that's when I believe Oracle may rerate to the upside from the 21x forward EPS multiple. The main risk this year is execution, not funding. Delays in data center buildouts could push revenue recognition to the right and trigger a selloff.
Why Oracle Is One of the Biggest Winners of This Week's Rally So Far
Optimism around new deals and AI offerings has made Oracle one of the biggest winners of this week's rally. Could it help pull the stock out of its recent slump?
Oracle Debuts AI Agents for Corporate Banking
Oracle Financial Services has introduced new embedded AI capabilities and agents for the banking world. The new offerings, announced Tuesday (April 14), are designed to offer financial institutions and corporate banks AI-infused applications and pre-built artificial intelligence (AI) agents for treasury, trade finance, credit and lending.
Bloom Energy stock's Oracle-driven surge is an 'overreaction': find out more
Bloom Energy (NYSE: BE) ripped higher on Apr 14 after the AI infrastructure titan Oracle (NYSE: ORCL) expanded its master agreement to procure up to 2.8 GW of the firm's fuel cell capacity. This is a significant jump from the previous 1.2 GW agreement, highlighting the insatiable power demand of the artificial intelligence-energy nexus.
Oracle expands Bloom Energy deal
CNBC's Seema Mody reports the latest news surrounding Oracle.
BE Rallies Over 20% on ORCL Deal: Jeff McClean Sees Strong Energy Growth in AI Trade
"There's a lot of potential" for Bloom Energy (BE) and related energy companies to become much bigger due to growth potential in the AI trade, says Jeff McClean. He points out the company's massive backlog as a key indicator for future growth.
Is the Software Selloff Nearing an End? What the Oracle, CrowdStrike and Circle Charts Show.
The iShares Expanded Tech-Software ETF gained more than 5% on Monday, the fund's best daily return in over a year.
Oracle Taps Bloom Energy to Power AI Data Centers: Hold the Stock?
ORCL deepens Bloom Energy tie-up with a 2.8 GW deal to fast-track AI data centers, but massive spending and execution risks raise questions for investors.
Oracle jumps for a second day, Bloom Energy soars 20% on AI data center power deal
Shares of Oracle and Bloom Energy popped after the companies reached a deal for more AI data center capacity. The software giant gained for a second day, as other names in the sector also bounced, continuing to recover from a recent rout.
Bloom Energy Jumps 14%, Oracle Rises 7% as Fuel Cell Deal Fuels AI Data Center Power Race
Bloom Energy (NYSE:BE) stock is up 14% in early trading today, and Oracle (NYSE:ORCL | ORCL Price Prediction) stock is up 7%, after the two companies announced an expanded partnership to deploy up to 2.8 gigawatts of fuel cell capacity for AI and cloud data centers.
