Oracle Corporation (ORCL)
Is Oracle's 29% crash the best AI bargain on Wall Street right now?
Oracle's brutal 2026 selloff is forcing Wall Street to answer a harder question than the usual buy-the-dip reflex. Shares of the cloud and database giant were still down about 29% for the year as of March 31, even after a brief rebound.
Analyst sets Oracle stock price target for next 12 months
Late March and early April were a time of significant change for the blue-chip technology giant Oracle (NYSE: ORCL), as it first fired approximately 30,000 employees via a dawn email and then hired a new Chief Financial Officer (CFO).
Oracle's Layoffs: The $4 Billion Return Threshold Investors Cannot Ignore
Oracle is undergoing a massive capital reallocation, funding an unprecedented AI and cloud infrastructure buildout with $39.2 billion in capex and $40 billion in new debt. The recent layoff of 30,000 employees is not a sign of business weakness but a structural funding mechanism for Oracle's capital-intensive shift. ORCL must generate at least $4 billion in incremental annual profit from its AI infrastructure to justify the capital outlay.
Why Is Oracle (ORCL) Down 11.9% Since Last Earnings Report?
Oracle (ORCL) reported earnings 30 days ago. What's next for the stock?
Oracle axes over 700 workers — the first wave in a bloodbath that could engulf thousands across California
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.
Oracle's NetSuite Division in Focus: Will it Boost Revenue Growth?
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: The Most Underrated AI Infrastructure Play
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.
Oracle's stock is trading at a very extreme discount to this key technical indicator
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: Layoffs Fulfill The Promise Of AI, 'Buy' The Dip
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 hires new CFO with $950K salary as thousands face layoffs
Oracle reinstates the CFO role by hiring Hilary Maxson from Schneider Electric as the company reportedly lays off thousands amid a massive AI buildout.
Oracle hires new CFO on mammoth salary after ruthless worker bloodbath
The tech giant made the appointment amid rising debt from its extensive AI infrastructure investments.
Oracle Names Hilary Maxson Chief Financial Officer
Oracle hired Hilary Maxson as the software giant's new chief financial officer, effective immediately.
