The ChatGPT developer is inclined to delay its initial public offering until 2027, according to a report.
ORCL's record $638B backlog and AI cloud demand are boosting long-term revenue visibility as cloud infrastructure revenues surge.
Oracle's NYSE: ORCL stock price sell-off started as an understandable, if overblown, reaction to fears of software-as-a-service (SaaS) disruption and swelling debt—but it has since spiraled into an outright disconnection from reality. While debt is growing, this is not an emerging tech start-up with a questionable growth trajectory, but a blue-chip name central to AI with a backlog to offset its liabilities.
Oracle is spending big on artificial intelligence—to the tune of $70 billion this year alone—in order to build data centers and AI-capable servers. But that AI expansion hasn't come without a human cost.
Oracle's NYSE: ORCL stock price sell-off started as an understandable, if overblown, reaction to fears of software-as-a-service (SaaS) disruption and swelling debt—but it has since spiraled into an outright disconnection from reality. While debt is growing, this is not an emerging tech start-up with a questionable growth trajectory, but a blue-chip name central to AI with a backlog to offset its liabilities.
Oracle has been my focus this month, and the recent selloff has only sharpened that focus.
Oracle is reaffirmed as a "Strong Buy" due to exceptional growth and undervaluation. ORCL posted 20.6% revenue growth and more than doubled operating cash flow in FY2026, driven by cloud expansion. Management guides for 33.6% revenue growth in FY2027 and expects a $638 billion backlog to fuel sustained gains.
Oracle (NYSE:ORCL | ORCL Price Prediction) at $175 looks compelling on the data.
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Badly damaged tech company Oracle (NASDAQ: ORCL | ORCL Price Prediction) fired 21,000 people.
Oracle Corp (NYSE:ORCL, XETRA:ORC) has reduced its workforce by about 21,000 employees over the past year, citing the deployment of artificial intelligence technologies across its operations, according to its annual filing. The software and cloud company employed approximately 141,000 full-time workers as of May 31, 2026, compared with about 162,000 a year earlier, a decline of nearly 13%.
Oracle is broadening healthcare AI deployments, with clinical automation gains and wider adoption supporting Oracle Health's growth outlook.