Oracle Corporation is upgraded to a buy as valuation hits multiyear lows, despite strong growth momentum. Cloud revenues surged 34% YoY, with Oracle Cloud Infrastructure up 68%, and RPOs soared 438% to $523 billion. High leverage and rising funding costs present risks, but robust demand and positive Q3 guidance mitigate default concerns.
George Conrades and Naomi Seligman are retiring from Oracle's board after serving for over 15 years. Clay Magouyrk and Mike Sicilia replaced CEO Safra Catz in September.
Deutsche Bank named the two tech giants top stock picks for 2026 thanks to their massive AI infrastructure footprints and overlooked revenue streams.
Oracle (ORCL) reported earnings 30 days ago. What's next for the stock?
ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash flow test investor patience.
How did Oracle go from market darling to market disappointment in just a few months?
Oracle Corp (NYSE:ORCL, XETRA:ORC) has seen its shares slide 41% from mid-September 2025 highs, reflecting investor unease over the tech giant's outlook and broader skepticism around OpenAI's growth, according to UBS. Despite the sell-off, the bank maintains a Buy rating on Oracle, citing potential revenue acceleration and a rebound in the AI narrative in 1H26.
Oracle (ORCL) has shown significant rallies in its history. In 2025, it experienced more than a 50% increase within two months.
The 2025 price correction came after a large inflow of capital, fueled by an expanding positive outlook connected to AI, indicating strong gains are expected.
Though it certainly doesn't feel like it, Oracle (NASDAQ:ORCL) shares finished 2025 with respectable, market-beating gains intact, up around 17%, topping the S&P 500 by close to a full percentage point.
Oracle's (ORCL) dependence on OpenAI (OPAI.PVT) has emerged as a key risk for the cloud company. Monachil Capital Partners managing partner and chief investment officer Ali Meli joins Market Domination to discuss his outlook for the stock.
Recently, Zacks.com users have been paying close attention to Oracle (ORCL). This makes it worthwhile to examine what the stock has in store.