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 Cloud Infrastructure (OCI) revenue surged 121% to $7.388 billion, growing three times faster than Amazon Web Services (AWS), which posted $42.232 billion with 37% growth. Despite OCI's rapid expansion and strong GPU usage, AWS maintains a mass...
Nebius stock surged 9% following an AI inference deal with undisclosed terms, highlighting investor confidence in future contracted demand despite its high 197x trailing earnings multiple. The company acquired Inferize, a startup that reduces GPU idl...
Dario Amodei, CEO of AI firm Anthropic, earned $18 million in 2025, mainly from stock and options, ahead of the company's planned IPO potentially valuing it over $2 trillion. His pay surpasses CEOs of Alphabet and Amazon but is less than Oracle and N...
Oracle is rapidly transforming into a cloud infrastructure leader, thanks to its growing partnership with OpenAI and strong infrastructure revenue growth. The company reported a 30% year-over-year revenue increase and a 121% rise in cloud infrastruct...
Oracle director Stephen Rusckowski purchased $3.5 million in Oracle shares, signaling insider confidence despite the stock's nearly 30% drop in 2026. This follows Oracle founder Larry Ellison canceling a large share sale, reinforcing positive insider...
