The share price reaction to Oracle's recent quarterly results is quite telling about investors' overly optimistic expectations. There were some very important takeaways from the earnings announcement, and the stock is fast approaching buy territory. In light of the ongoing risk-off trade, I prefer to take a more cautious approach, and I retain my Hold rating (for now).
Shares of Oracle (ORCL -3.02%) are sliding on Tuesday. The stock lost 3.2% as of 2:45 p.m.
Oracle Corporation's RPO grew to $130B, signaling strong revenue growth through conversion in the coming years as data center capacity is built out. Oracle's cloud infrastructure and AI capabilities, including partnerships with Microsoft, Google, and AWS, are key growth drivers, with significant revenue potential from cloud database migrations. ORCL shares' valuation decline offers investors a buying opportunity. Recommend averaging into a position, with share prices potentially bottoming at $130/share.
Oracle (ORCL) reported third quarter earnings that missed on the top and bottom lines. Adjusted earnings per share (EPS) was $1.47 for the quarter, lower than estimates of $1.49, while adjusted revenue was $14.13 billion, below the $14.39 billion Wall Street expected.
Oracle Corporation (NYSE: ORCL) saw its stock decline over 3% on March 11, trading at $143.21 at press time, after the company's third-quarter earnings for Fiscal Year 2025 fell short of analyst expectations.
Oracle Corp ORCL shares are down on Tuesday, after the company reported downbeat fiscal third-quarter results.
Oracle Corp. regaled Wall Street on Monday with talk about the future, enormous demand and some very large cloud-services contracts, but its stock continued a downward trend over concerns about growing costs associated with building out more data centers.
Oracle's NYSE: ORCL CQ1 2025 price correction is an opportunity for investors because the market is resetting its outlook and not reversing. The market reset is due to the timing of AI's tremendous impact on Oracle.
Oracle (ORCL) opened lower today despite an initial jump following Monday's after-hour earnings. Diane King Hall dives into the report and shows the numbers that may be troubling investors.
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Oracle investors have endured intense downside recently, as investors reacted to fears of an economic recession. Yet, Oracle's earnings outlook suggests continued growth cadence through FY2027, downplaying the skepticism. Trump's policy whiplash could intensify the downside, but don't simply count out the opportunities for downstream AI adoption.
Oracle (ORCL -4.11%) is often considered a slow-growth tech giant, but its stock has still rallied more than 260% over the past 10 years. The database software leader impressed investors by expanding its cloud-based services, making smart acquisitions, and repatriating a lot of its overseas cash to repurchase more than a third of its shares.