Oracle Corporation (ORCL)
Oracle: The AI Darkhorse?
Oracle stock has been battered in recent months, but has the selloff gone too far? Oracle appears exceptionally well positioned if the AI forecasts are correct.
Oracle: The AI Infrastructure Juggernaut Hiding In Plain Sight
Oracle Corporation delivered a robust Q3, with 22% YoY revenue growth and cloud revenue now 52% of total, driven by AI infrastructure demand. ORCL's aggressive CapEx—up 127% YoY—has fueled an 84% YoY surge in cloud infrastructure revenue, positioning it as a key AI infrastructure player. Despite a weak balance sheet and negative free cash flow, ORCL's $553B RPO and accelerating cloud growth underpin a bullish long-term outlook.
The Zacks Analyst Blog Oracle, T-Mobile, Gilead, and C&F Financial
Oracle's AI-driven cloud surge, T-Mobile's 5G edge, and Gilead's dominant HIV franchise headline today's top analyst reports and highlight key growth drivers.
Arrowstreet Capital Limited Partnership Has $1.31 Billion Stake in Oracle Corporation $ORCL
Arrowstreet Capital Limited Partnership trimmed its stake in Oracle Corporation (NYSE: ORCL) by 16.5% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,650,737 shares of the enterprise software provider's stock after selling 918,175 shares during the period. Oracle accounts for about 0.8% of
Oracle (NYSE:ORCL) Trading Down 2.5% on Analyst Downgrade
Oracle Corporation (NYSE: ORCL - Get Free Report) shares were down 2.5% during mid-day trading on Thursday after Stifel Nicolaus lowered their price target on the stock from $275.00 to $220.00. Stifel Nicolaus currently has a buy rating on the stock. Oracle traded as low as $158.61 and last traded at $159.0920. Approximately 36,862,468 shares changed
Are Bearish Investors All Wrong About Oracle Stock?
Investors have been both bullish and bearish on Oracle over the past year. The stock had been in a bit of a tailspin of late, but its recent earnings report has given it a boost.
Oracle Just Delivered Incredible News for Artificial Intelligence (AI) Investors
Oracle's cloud infrastructure grew impressively last quarter, suggesting that it is successfully converting its solid backlog into revenue. The tech giant has raised its revenue forecast for the next year.
Oracle outlook seen as ‘first step' in countering AI disruption fears: Wedbush
Oracle Corp (NYSE:ORCL, XETRA:ORC) shares slipped 1.4% to around $160 on Thursday, even as Wedbush analysts highlighted the company's latest outlook as an early sign that enterprise software vendors are beginning to demonstrate tangible returns from artificial intelligence investments. The analysts highlighted that Oracle delivered stronger-than-expected results and raised its fiscal 2026 revenue guidance to roughly $67 billion, a move they view as signaling the start of meaningful AI-related monetization.
Oracle Stock Jumps on Q3 Earnings Beat: Buy Now or Wait?
ORCL shares jump after its Q3 beat, fueled by surging cloud and AI demand, but valuation concerns and legal risks may leave new investors waiting.
What If You Had Invested $1,000 in Oracle or Salesforce 10 Years Ago?
Ten years ago, Oracle (NYSE: ORCL) and Salesforce (NYSE: CRM) were both navigating a pivotal shift: legacy software companies racing to reinvent themselves as cloud businesses.
Oracle Q3 Earnings Review: The Rally May Be Just Beginning
Oracle Corporation delivered a robust Q3, with 22% YoY revenue and EPS growth, driven by accelerating cloud segment performance. ORCL's $553 billion RPO (+325% YoY) and innovative customer prepayment model de-risk its growth CAPEX and limit future debt needs. Margins are set to expand as high-margin cloud infrastructure scales, TikTok USDS becomes a major tenant, and operational leverage improves.
Oracle Allocates Extra $500 Million to Cover Restructuring Costs
The additional spend covers redundancy packages and other exit costs as increasingly powerful AI models allow the company to cut software jobs.
