Although Greg Abel ended Berkshire's 14-quarter net stock-selling streak, this isn't the biggest story from the company's latest quarterly report. Berkshire's new boss made the largest purchase of Warren Buffett's favorite stock that we've witnessed in five years.
The AI boom has created a strange split-screen economy.
Oracle Corp (NYSE:ORCL, XETRA:ORC)'s price target was cut to $245 from $285 by UBS, which maintained its 'Buy' rating on the stock while citing risks around rising AI infrastructure spending, returns on invested capital, credit markets and Oracle's exposure to OpenAI. The analysts wrote that Oracle shares have fallen 27% since the company's fiscal fourth-quarter results, with investors focusing on several perceived risks despite strong revenue growth and guidance.
Fusion Cloud ERP and NetSuite Cloud ERP continue to drive ARPC growth, supported by new AI features and sustained market leadership in ERP. Oracle Cloud Infrastructure's market share is projected to rise through 2028, fueled by AI data center buildouts and expanding Oracle Database partnerships. Key risks include Oracle's lack of proprietary LLMs, but strong data center expansion and exclusive database partnerships underpin long-term upside.
Oracle cut its latest quarterly dividend check on July 24, 2026, sending $0.50 per share to holders of record.
Oracle stock has rebounded in the past few days as investors have rotated to technology names as the earnings season gains steam. ORCL jumped to $145 on Tuesday, up by 27% from its lowest level this year.
In the closing of the recent trading day, Oracle (ORCL) stood at $145.74, denoting a +2.74% move from the preceding trading day.
Shares of Oracle (NYSE:ORCL | ORCL Price Prediction) are trading at $139.90 in Monday afternoon action, up 8% on a broad AI-cloud rally.
Oracle Corporation is initiated with a Strong Buy and a $212 price target, citing exceptional cloud growth and undervalued earnings potential. OCI, Oracle's cloud infrastructure, posted 93% y/y growth and is expected to accelerate further, driving overall Cloud and Software segment momentum. Despite heavy capex, negative free cash flow, and rising leverage, I see the current 16x multiple as unjustified given 18% EPS growth and robust long-term targets.
Larry Ellison has lost $207 billion in less than a year. His fortune peaked near $388 billion in September 2025, when Oracle (NYSE:ORCL | ORCL Price Prediction) traded at $345.72 and briefly made him only the second person ever, after Elon Musk, to cross $400 billion.
Oracle (NYSE:ORCL | ORCL Price Prediction) currently trades at $127.56 against a consensus analyst target of $248.15, implying roughly 95% upside.
It really does feel like Oracle (NYSE:ORCL | ORCL Price Prediction) can't hit rock bottom.