Oracle's (NASDAQ: ORCL) first quarterly dividend payment of 2026 is coming this Friday, January 23.
AMZN's AWS is reaccelerating with 20% growth, a $200 billion backlog, and massive AI investments as it pulls ahead of ORCL in cloud scale.
ORCL's RPO surges to $523B, quadrupling YoY, giving multi-year revenue visibility as cloud and AI contracts drive growth beyond 2026.
Oracle was reportedly sued Wednesday (Jan. 14) by bondholders who allege that the company made false and misleading statements in the offering documents for an $18 billion debt sale. The proposed class action lawsuit includes investors who bought $18 billion of notes and bonds issued by Oracle on Sept.
Shares of Oracle (NYSE:ORCL) have been looking up in recent weeks, thanks in part to the TikTok deal as well as an exhaustion in pessimism surrounding Oracle, its debt load, and its OpenAI exposure.
Oracle was sued on Wednesday by bondholders who say they suffered losses because the company led by billionaire Larry Ellison failed to disclose it needed to sell significant additional debt to build out its artificial intelligence infrastructure.
I am reiterating a Buy rating on Oracle Corporation despite recent revenue misses and negative free cash flow driven by aggressive, debt-fueled capex. Oracle's $523B+ backlog, heavily reliant on OpenAI (60%), presents execution and timing risks, but Meta's Meta Compute is proof that the AI-arms race is not slowing down. This should help bolster investor confidence in ORCL's backlog that is being heavily discounted at the moment, along with potential cloud computing deals with Meta that may occur in 2026.
Oracle (ORCL) reached $202.29 at the closing of the latest trading day, reflecting a -1.17% change compared to its last close.
Recently, Zacks.com users have been paying close attention to Oracle (ORCL). This makes it worthwhile to examine what the stock has in store.
Oracle stock (NYSE: ORCL) has decreased by 11% over the past six months, whereas the broader S&P 500 index has increased by 11%. What contributes to this underperformance?
Oracle Corporation is upgraded to a buy as valuation hits multiyear lows, despite strong growth momentum. Cloud revenues surged 34% YoY, with Oracle Cloud Infrastructure up 68%, and RPOs soared 438% to $523 billion. High leverage and rising funding costs present risks, but robust demand and positive Q3 guidance mitigate default concerns.
George Conrades and Naomi Seligman are retiring from Oracle's board after serving for over 15 years. Clay Magouyrk and Mike Sicilia replaced CEO Safra Catz in September.