Oracle Corporation (ORCL)
Why Is Oracle Stock Falling, and Is It a Buying Opportunity?
Oracle (ORCL -2.14%) reported quarterly results to stock market investors, who were dissatisfied with the performance.
Oracle said to weigh data center in Indonesia's Batam Island, Bloomberg News reports
Oracle Corp is in discussions with Indonesia's government to establish a cloud services center in the country's Batam Island, Bloomberg News reported on Friday, citing people familiar with the matter.
Oracle is reportedly a top choice for helping run TikTok
TikTok has until April to finalize a sale to a U.S.-based buyer, yet uncertainties about the future of the short-form video app remain.
Larry Ellison's Oracle is ‘leading contender to help run TikTok' in possible sale: report
Tech billionaire Larry Ellison's Oracle is reportedly a “leading contender to help run TikTok” as the Trump administration works to secure a sale that would avoid a complete ban of the China-owned app.
International Markets and Oracle (ORCL): A Deep Dive for Investors
Explore Oracle's (ORCL) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Super Micro Computer Has High Hopes But Analysts Aren't Convinced, Buy The Skepticism
SMCI is poised for growth with new data center capacity and AI initiatives. Oracle's recent q3'25 earnings confirmed strong demand for cloud services with its backlog growing to $130b. Though consensus estimates suggest skepticism across the analyst community, Oracle's guidance may support management's $40b revenue guidance for eFY26. Customers may ramp up the transition to Blackwell GPUs in q3'25 following, pushing SMCI to ramp-up production to meet customer demand following a significant decline in inventory levels.
Oracle: Durable Growth Can Deliver Good Returns
Oracle's Q3 FY2025 results show strong revenue growth, with cloud services up 10% y/y and total revenue up 6% y/y to $14.1 bn. Despite negative FCF, Oracle increased its dividend and executed $150 million in share buybacks, indicating confidence in future cash flow improvements. Oracle's RPO surged to $130 bn, a 63% y/y increase, driven by demand and excluding contributions from Project Stargate.
Oracle: Continues To Achieve Remarkable Growth Even Without Pulling The Stargate Lever
Oracle's Q3 results missed both revenue and EPS estimates, but strong RPO growth and OCI demand indicate robust long-term potential, even without Stargate contracts. Management's FY26 and FY27 revenue growth targets are 15% and 20%, respectively, supported by easing capacity constraints and efficient Capex management. Oracle's partnerships with hyperscalers and cybersecurity firms remain strong, and the company's disciplined expense management enhances its growth outlook.
Waiting For Stargate Liftoff: Oracle Eyes Megaproject To Restart Stock Rally
The massive Stargate project is capturing attention and dividing investors. The post Waiting For Stargate Liftoff: Oracle Eyes Megaproject To Restart Stock Rally appeared first on Investor's Business Daily.
Oracle Earnings Review: Strong Guidance With AGI
Oracle's AI Cloud demand is surging, presenting huge potential for long-term growth, despite a recent 16% drop in share price. Oracle's Q3 earnings showed minor EPS and revenue misses, but strong cloud revenue growth and promising future guidance reinforce my bullish stance. Valuation metrics suggest Oracle is undervalued; I believe shares should trade at a 20% premium to the sector median forward P/E ratio.
Oracle Trips on Q3 Earnings & Sales Miss: Buy, Sell or Hold the Stock?
ORCL's missed Q3 targets expose an overvalued tech giant with slowing growth. Sell the stock now before the premium multiple collapses.
Oracle Just Shared Some Amazing News for the Entire Artificial Intelligence (AI) Industry
In this video, I will cover Oracle's (ORCL -3.10%) earnings report and management's comments during the earnings call. Watch the short video to learn more, consider subscribing, and click the special offer link below.
