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 Corporation has been upgraded to a Buy rating due to its discounted valuation and clarified capital requirements. Management expects $20 billion in external funding, positive free cash flow by the second half of fiscal 2028, and a net debt to ...
Oracle's stock has fallen 11.5%, but it is considered a buying opportunity due to its aggressive AI-related investments and expected free cash flow recovery starting in fiscal 2028. The company is currently managing high debt levels and lease obligat...
Oracle's stock jumped 6% following its announcement of a $20 billion stock and bond sale to fund its AI data center buildout, reversing a prior decline. The raise, split evenly between stock and bonds, aims to support Oracle's ambitious growth plans ...
On November 2, three major AI investors—Alphabet, Oracle, and Meta—attempted to raise at least $36.7 billion in bond markets, with only $16.7 billion priced. Alphabet secured €6 billion at low spreads reflecting strong lender trust, while Oracle's $1...
Microsoft’s cautious approach to AI spending, funding growth with its own cash flow, has earned investor favor compared to peers like Alphabet and Oracle who borrow or issue stock to finance AI expansion. Microsoft’s capital expenditure cut was sligh...
