Oracle reported a strong quarter with revenue growth of nearly 30% and a surge in cloud infrastructure revenue, yet its shares fell due to concerns over high capital expenditures and increased debt. Despite the selloff, Wall Street analysts remain bullish, with a consensus price target of $239, implying a 67% upside, and some targeting as high as $400. The company's pivot to AI cloud infrastructure and large contract backlog support the optimistic outlook, though risks include heavy spending and reliance on OpenAI-linked deals. Overall, the market sees current prices as a potential buying opportunity if Oracle can convert its backlog and manage costs effectively.
Oracle's shares trade at USD 146.28 on Pluang as of Sep 17, 2026 18:41 WIB, which is closer to its 52-week low of USD 114.99 than its high of USD 328.15. The stock gained 2.13% in the last day, showing some recovery amid mixed investor sentiment, with 55% of Pluang users buying and 45% selling. Despite the recent dip from its peak, Oracle's market cap remains substantial at $432.88 billion, highlighting its significant presence in the technology sector.
Oracle's shares have dropped over 50% in the past year amid market fears and AI sector volatility, but the company has quietly built a massive $664 billion backlog of signed contracts, including $30 billion in new AI deals in Q1. Cloud revenue surged...
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Ray Dalio cautions that stocks have limited room for error as rising bond yields narrow the advantage of equities over bonds. He highlights that AI companies are burning cash rapidly, creating liquidity challenges despite strong earnings, with some f...
Jim Cramer emphasized the value of dividend stocks like Home Depot during recent AI stock selloffs, noting that despite his personal dislike for Home Depot, its steady dividends helped stabilize his portfolio. While AI stocks like Oracle and Broadcom...
