Oracle Corporation (ORCL)
Undercovered Dozen: Oracle, Mastercard, Petrobras, And More
The Undercovered Dozen series spotlights 12 lesser-covered stocks from the past week on Seeking Alpha. This week's edition covers articles published between March 6 and March 12, offering fresh investment ideas. The focus is on stocks that may offer unique opportunities due to limited analyst coverage.
Deciphering Oracle (ORCL) International Revenue Trends
Examine the evolution of Oracle's (ORCL) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
Oracle Just Posted Its Best Quarter in 15 Years -- Here's Why 2026 Could Get Even Better
Demand for cloud infrastructure is driving the highest growth in Oracle's revenue and adjusted earnings in 15 years. Oracle says new AI customers are adding additional services, creating a "halo effect" across the company.
Oracle: Pros And Cons Of Buying Now After The Q3 Double Beat
Oracle delivered strong top- and bottom-line beats, with Q3 revenue up 21.7% and infrastructure revenue surging 84%. ORCL's growth is broad-based across segments and geographies, but margin compression and high CapEx for AI infrastructure remain key concerns. Significant client concentration, rising debt, insider selling, and continued dividend payments amid capital needs temper enthusiasm for the stock.
Oracle Has Fallen 18% in 2026. Wall Street's Top Pick Just Set a $210 Price Target.
Oracle's Remaining Performance Obligations reached $553 billion in its latest quarter. JPMorgan raised its price target for Oracle to $210.
Oracle: A Trade-Off Between Growth And Quality
Oracle's 3Q earnings results were solid, beating all estimates and showing continued acceleration in both the top and bottom lines. The company raised $25.8 billion in debt and $5 billion in convertible preferred stock in 3Q, and will not issue additional bonds beyond the $50 billion threshold for CY2026. Capex YoY growth has maintained +200% over the past six consecutive quarters, and FCF is expected to drop by $25 billion in FY2026.
Oracle's Debt-Ridden AI Ambitions Are Cheaply Valued - Maintain Buy
Oracle's intensified capex drives robust SaaS and AI infrastructure growth, with FY2027 revenue guidance raised to $90B and multi-year RPOs growing to $553B. This is albeit with notable free cash flow/balance sheet/adjusted EPS risks, as ORCL faces an impacted TTM interest coverage ratio of 4.98x compared to its hyperscaler peers at over 35x. Despite this, these risks have already been baked into ORCL's discounted P/E valuations of 21.38x and 3Y PEG of 1.01x, cheap relative to its hyperscaler peers/sector median.
Brown Brothers Harriman & Co. Reduces Stock Holdings in Oracle Corporation $ORCL
Brown Brothers Harriman and Co. trimmed its position in Oracle Corporation (NYSE: ORCL) by 23.8% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 2,556,553 shares of the enterprise software provider's stock after selling 798,202 shares during the period. Oracle comprises 4.4% of Brown Brothers
Could Oracle Become America's Next $1 Trillion Technology Stock?
Oracle operates some of the world's fastest and most cost-effective data centers for processing artificial intelligence (AI) workloads. The company has a staggering $553 billion order backlog for computing capacity, but there are concerns about the makeup of that figure.
Glenmede Investment Management LP Has $354.83 Million Stake in Oracle Corporation $ORCL
Glenmede Investment Management LP trimmed its stake in Oracle Corporation (NYSE: ORCL) by 7.2% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,261,667 shares of the enterprise software provider's stock after selling 98,006 shares during the period. Oracle
Broadleaf Partners LLC Increases Holdings in Oracle Corporation $ORCL
Broadleaf Partners LLC increased its position in Oracle Corporation (NYSE: ORCL) by 19.8% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 45,580 shares of the enterprise software provider's stock after purchasing an additional 7,547 shares during the quarter.
TikTok Investors Set to Pay $10 Billion Fee to Trump Administration
The large fee is the latest example of the White House's inserting itself into corporate deal making in unusual and aggressive ways.
