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Oracle reaffirmed as a buy with 30% revenue growth and strong cloud demand, despite high leverage.

Analyst Insights
09 Oct 2026
Seeking Alpha
View Source
Bullish
Oracle reaffirmed as a buy with 30% revenue growth and strong cloud demand, despite high leverage.

Oracle's Q1 revenue grew 30% year-over-year, driven by a 121% increase in Cloud Infrastructure services and strong bookings totaling $664 billion. The company benefits from AI-related demand, though it carries elevated leverage with a debt-to-equity ratio of 3.51. Despite this, Oracle's liquidity remains solid and default risk low, with equity capital raises supporting its position. Its valuation is attractive, trading at nearly 30% below its 5-year average EV/EBITDA, making it a compelling buy amid ongoing AI growth catalysts.

Oracle shares are trading at USD 137.27 on Pluang as of Oct 09, 2026 17:21 WIB, showing a 1.64% gain in the last day. The stock's market cap stands at $411.34 billion, reflecting its significant size in the technology sector. Investor interest leans slightly bullish with 57% of Pluang orders to buy and a typical hold time of 72 days.

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