Oracle Corporation (ORCL)
The Biggest Warning Signal Flashing for Oracle Right Now Has Nothing to Do With Sales or Profitability
Oracle ( NYSE :ORCL | ORCL Price Prediction ) recently reported blockbuster earnings, with both the top and bottom lines coming in above estimates.
Oracle's Post-Q1 Selloff Makes No Sense
I am reiterating a “buy” rating on Oracle (ORCL) despite a 10% post-earnings selloff, as its backlog surged 363% YoY to $638B, surpassing all hyperscalers. FY27 capex is projected at $90-95B, requiring $40B in new debt and equity, diluting shareholders on top of growing leverage. But, this is necessary investment to accelerate backlog conversion. OCI revenue is accelerating, with FY27 guidance for 120% growth to $34B and total cloud revenue expected to expand 58–64% YoY in Q1, demonstrating no slowdown in sight.
Oracle: Market Panic Created An Amazing Entry Point
Oracle Corporation is getting hit again, affected by post-earnings volatility and concerns over gross margins and aggressive CapEx, underpinned by robust cloud infrastructure growth. ORCL's fortunes are closely tied to OpenAI, with $300B in committed spending and a record $638B RPO, but execution risk remains if OpenAI underperforms. Management expects near-term margin pressure and negative FCF through FY2028, but long-term operating margins of 30–40% are targeted as infrastructure scales.
Oracle Has 50% Upside According to Wall Street Analyst's New Projections. Is He Right?
Shares of Oracle (NYSE:ORCL | ORCL Price Prediction) took a major hit on Thursday, with shares stumbling close to 9% after reporting reasonable sales growth.
Why Oracle's 10% Drop May Be Telling the Wrong Story
Oracle's NYSE: ORCL price action has been under pressure in 2026 and may remain so indefinitely. However, there are forces in play suggesting this company is metamorphosing from its legacy self.
‘I Feel Like It's 1999 Again.' CNBC Analyst Issues Dire Warning on Oracle Stock
Cleo Capital Managing Director Sarah Kunst delivered a pointed warning on CNBC on Thursday, June 11, saying that with the mood around Oracle (NYSE:ORCL | ORCL Price Prediction), “I feel like it's 1999 again.
Oracle Urges Immediate Software Patches as Hackers Breach PeopleSoft Servers
Oracle has discovered a vulnerability in some of its PeopleSoft software that is remotely exploitable without authentication and can result in remote code execution if exploited by hackers, the company said in a Wednesday (June 10) security alert.
Newman: Spending is ORCL Biggest Concern, What to Watch in Upcoming IPOs
"It's not the print, it's the spending that continues to concern investors," says Daniel Newman of Futurum when discussing Oracle's (ORCL) earnings. The cloud company posted an earnings beat and massive backlog totaling more than $630 billion but is doing so through raising more debt funding.
Oracle Q4: The $638 Billion Question (Rating Downgrade)
The market sold off Oracle Corporation's $70 billion CapEx guide for FY27 (plus $20B-$25B of prepayments), but my real concern is whether Oracle can turn that spend into revenue on time. I can live with weak free cash flow in a buildout, but I need clean signs that ORCL's prepayments, shipments, and revenue timing are holding together. I see increasing risks of broader datacenter delays in the U.S. If this risk affects Oracle (a big if), it may delay its RPO conversion targets.
Oracle warns of security bug that hackers abused to breach 100+ companies
Oracle warned its corporate customers that there is a critical-rated vulnerability in its PeopleSoft software, which is used by large companies to manage payroll and human resources, a day after a cybercrime group took credit for abusing the flaw as part of a mass-hacking campaign.
Oracle's Cloud Boom Bolsters the Case for OGIG ETF
Oracle Corp. (ORCL) reported record fiscal fourth-quarter results on Wednesday, with cloud revenue jumping 47% to $9.9 billion, according to the company's earnings release. The results highlight one of the largest holdings in the ALPS O'Shares Global Internet Giants ETF (OGIG).
Buy the Dip in Oracle Stock After Record Q4 Results?
Despite delivering record results for its fiscal fourth quarter, the market's attention has shifted toward Oracle's elevated CapEx.
