Oracle Corporation (ORCL)
Prediction: Oracle Has 49% Upside as Cloud Backlog Signals Major Growth Shift
Oracle's cloud backlog keeps growing and its quarterly results keep beating estimates, yet the stock sits near a 52-week low. Something in that gap is either a serious warning sign or the biggest mispricing in megacap tech right now.
Oracle: Doomsday Fears Are Far Overblown
Oracle is reaffirmed as a buy, driven by multiyear-high revenue growth and robust demand for its cloud infrastructure services. Q1 revenue surged 30% YoY, with Cloud Infrastructure growth accelerating to 121%, and RPOs reaching $664 billion, signaling strong bookings and AI tailwinds. While leverage remains elevated (debt/equity at 3.51), liquidity is solid and default risk appears low; capital raises include equity.
Nvidia, Oracle, CoreWeave and other AI stocks sink on OpenAI revenue report
AI stocks, including Nvidia, Oracle and CoreWeave, sank after the market learned more details about OpenAI's revenue. OpenAI told investors that it hit roughly $50 billion in annualized revenue at the end of September, CNBC confirmed, lower than the the $68 billion figure widely reported late last month.
CoreWeave Sinks 7% as Financed AI Buildout Names Sell Off Apart From Cloud Software; Nebius Drops 6%, Oracle Falls 5%
Neocloud stocks are making a move today, but not in a positive direction. CoreWeave (NASDAQ:CRWV) stock trades at $81.94, down 7%; that drop leads a selloff concentrated in the companies borrowing heavily to build artificial intelligence (AI) capacity.
Oracle, Broadcom and SpaceX Seek Blockbuster Debt Deals To Pay for AI Chips
Apollo, Blackstone and Goldman are among the lenders in talks to finance megadeals worth tens of billions of dollars apiece.
Oracle: Earnings Acceleration Is Now Kicking In
Oracle has sharply underperformed in 2024, but recent results and valuation reset present a compelling long opportunity. Q1 revenue grew 30% y/y to $19.35B, beating expectations and accelerating from Q4, driven by robust infrastructure demand. Oracle secured $30B in new AI contracts in Q1 without additional capital, with GPU utilization at 97.9% and renewals at a 20% premium.
Cloud 2027: Can Oracle's Fastest-Growing Engine Bridge the AWS Gap?
Oracle (NYSE:ORCL | ORCL Price Prediction) and Amazon (NASDAQ:AMZN) just reported earnings that raise the same question: Oracle's infrastructure arm is growing far faster than AWS, yet AWS still brings in far more money.
Nebius Group Rallies 9% on an Inference Deal While Its Earnings Multiple Sits Near 197x; CoreWeave Gains 4%, Oracle Advances 3%
Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) stock carries a trailing twelve-month price-to-earnings ratio of 197x, a level that makes the shares hard to own on conventional terms.
Oracle: OpenAI Is Back, But Wall Street Is Sleeping
Oracle (ORCL) is transforming into a cloud infrastructure leader, driven by its deepening relationship with OpenAI and robust infrastructure growth. ORCL delivered 30% YoY revenue growth and 121% YoY cloud infrastructure revenue growth, with management guiding for continued acceleration. The stock trades at just 17x this year's earnings, reflecting concerns over high debt and customer concentration, but offers significant upside if execution continues.
Monster insider trading alert for Oracle stock
Oracle (NYSE: ORCL) has recorded a major insider trading transaction after director Stephen Rusckowski purchased nearly $3.5 million worth of stock.
Oracle at $140: Buying Negative FCF Never Looked So Good
Oracle just burned through billions in free cash flow while a $664 billion backlog sits waiting to convert, and Wall Street analysts are betting the gap between those two numbers holds the key to a 67% return.
Can Oracle's Database Business Sustain Margins over the Long Term?
ORCL's shift to a consumption-based cloud database can drive growth, but rising infrastructure costs may pressure its historically strong margins.
