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Oracle stock dips 11.5%, seen as a buy with AI-driven growth and cash flow recovery by 2028

Analyst Insights
03 Nov 2026, 19:47 WIB
Seeking Alpha
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Bullish
Oracle stock dips 11.5%, seen as a buy with AI-driven growth and cash flow recovery by 2028

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 obligations, which pose risks. Ideal entry points are $110 for initial investment and $100 for full position, offering a 29% margin of safety. Continued demand for AI and data centers is crucial for Oracle's positive cash flow outlook.

Oracle's stock is trading at USD 127.55 on Pluang as of Nov 04, 2026 01:02 WIB, which is closer to its 52-week low of USD 114.99 than its high of USD 257.85, highlighting the significant gap from its peak despite recent gains. The stock's 1-day increase of 7.09% contrasts with a typical hold time of 75 days on Pluang, where selling activity currently exceeds buying at 66% to 34%. This suggests cautious investor sentiment amid the company's debt concerns and capital expenditure outlook.

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