Oracle reported a 93% year-over-year jump in cloud infrastructure revenue to $5.79 billion for Q4 FY2026, validating its AI infrastructure growth thesis. Despite a record $638 billion backlog, shares remain 26% below their 52-week high due to concerns over $55.66 billion capital expenditure, negative free cash flow, and plans to raise $40 billion in debt and equity. Analysts see 27-34% upside with some bullish price targets up to $359, but reaching $400 per share by 2027 requires sustained high growth and successful financing without market disruption. The main risk is a slowdown in hyperscaler GPU prepayments, which could undermine Oracle's growth narrative.
Oracle reported record earnings for Q4 and full year 2026 but announced plans to increase capital expenditures to $95 billion in fiscal 2027, well above analyst expectations. This spending surge, aimed at expanding AI capabilities, is expected to cau...
The U.S. Office of Personnel Management (OPM) has awarded Oracle a $395.8 million contract to develop a unified, AI-powered Human Capital Management (HCM) platform for over two million federal employees. This new system will replace more than 100 dis...
Oracle's stock fell over 10% in after-hours trading despite reporting better-than-expected revenue of $19.18 billion and EPS of $2.03. The decline follows a 2.18% drop during regular trading, even as BMO Capital raised its price target to $220 and ma...
Oracle reported its Q4 results and surprised markets by planning $90 billion in capital expenditures (CapEx) for fiscal year 2027, significantly above Wall Street's $61.7 billion estimate. While maintaining a $90 billion revenue outlook and raising a...
US stock futures gained as investors monitored escalating US-Iran tensions and awaited key economic data including May's producer price index and weekly jobless claims. Despite regional instability from military strikes and airspace closures, major i...
