Oracle's cloud business is growing rapidly, with cloud infrastructure revenue up 121% and overall revenue growth of 29.6%, yet its stock price has fallen over 50% in the past year. The company's strong earnings beat expectations, and its remaining performance obligations indicate future revenue strength. Despite high capital expenditures and negative free cash flow, analysts remain optimistic, with a 24/7 Wall St. price target of $204, implying a 54% upside from current levels. Oracle trades at a discount compared to peers like Microsoft and Amazon, making it an attractive buy if cloud growth continues and free cash flow improves.
Oracle's stock trades at USD 137.25 on Pluang as of Oct 01, 2026 23:41 WIB, showing a slight 0.04% decline in the last day. The market values Oracle at $416.23 billion, reflecting significant investor interest despite recent price drops. Buyers currently dominate Pluang order activity with 66%, indicating ongoing demand for the stock.
Constellation Energy secured a 20-year power agreement with Amazon to support nuclear plant expansion, emphasizing AI-driven data center growth. Oracle is diversifying its AI customer base by leasing $7 billion in AI chips to Tencent, reducing relian...
Oracle Corporation maintains a Buy rating as its recent quarterly results showed strong AI capacity delivery at 850 MW, reaching 85% of guidance, with high utilization and premium renewals indicating resilient demand. The company's backlog covers abo...
Rising Treasury yields and inflation are causing investors to rethink their portfolio allocations, especially balancing stocks against risk-free rates. Increased AI-related debt issuance and capital expenditures are driving credit risk repricing, ref...
Oracle's recent financials reveal negative free cash flow and heavy capital spending, spotlighting the debate over how AI investments are financed. Bloomberg's Odd Lots suggests the AI boom is funded creatively, not by AI profits, with Oracle lacking...
Constellation Energy secured a 20-year power agreement with Amazon to support over $3 billion investment in expanding its Calvert Cliffs nuclear plant, ensuring long-term electricity supply for Amazon's regional operations. Tencent signed a $7 billio...
