Oracle (ORCL) reported earnings 30 days ago. What's next for the stock?
New details reveal where tech titan Oracle's layoff axe will fall in the Golden State: 318 workers in Redwood City, 184 in Santa Clara, 158 in Pleasanton and 50 in Santa Monica — a brutal statewide tally of 710 layoffs, per state filings.
ORCL's NetSuite posts steady Q3 growth, but slower expansion vs rivals raises questions about whether AI upgrades can boost its role in driving revenues.
Oracle Corporation (ORCL) is positioned at an AI-driven inflection point, with a $553 billion backlog and 84% IaaS growth fueling a $90 billion FY27 revenue goal. ORCL's capital-intensive AI cloud expansion is customer-financed but drives negative free cash flow, with positive FCF not expected until FY29 amid rising debt. Shares now trade at ~20x forward earnings, below sector median, but valuation is fair rather than cheap, requiring strong execution to justify premium multiples.
Shares of Oracle are trading at a steep discount to their 200-day moving average as Wall Street doubts the company can hit its ambitious 2030 financial targets.
Oracle has experienced a sharp reversal in 2026, losing over 25% of its value after peaking in 2025. I'm reiterating my "Buy" rating on ORCL, driven by accelerating revenue and a strong commitment to profitability. ORCL's AI-driven layoff plan—cutting 18% of its workforce—signals real operational leverage and alignment with its automation narrative.
Oracle reinstates the CFO role by hiring Hilary Maxson from Schneider Electric as the company reportedly lays off thousands amid a massive AI buildout.
The tech giant made the appointment amid rising debt from its extensive AI infrastructure investments.
Oracle hired Hilary Maxson as the software giant's new chief financial officer, effective immediately.
Oracle (NYSE: ORCL | ORCL Price Prediction) is trading near $146 while Wall Street's consensus analyst price target is up at $246.46, a gap of over 68%.
Wall Street analysts are maintaining a bullish outlook on Oracle (NASDAQ: ORCL) stock for the next 12 months, despite the equity struggling in 2026 with a 25% year-to-date decline.
Oracle Corp. is upgraded from Sell to BUY, driven by accelerating cloud and AI infrastructure growth and improved risk-reward after a 24% stock decline. Q3'26 revenue rose 22% YoY to $17.2B, with Cloud segment up 44% and AI infrastructure up 84%; multicloud database revenue surged 531% YoY. Despite negative FCF and high CapEx, ORCL's multicloud strategy enables high-margin growth and reduces dependency on OpenAI, with backlog RPO up 325% YoY to $553B.