Oracle recently reported its strongest cloud growth in years, with revenue up 29.6% and cloud infrastructure revenue soaring 121%. Despite concerns over debt from its AI investments, the company’s earnings and backlog suggest strong future sales, with a price target of $195.90 implying a 56% upside. Risks include negative free cash flow and rising interest expenses, but Oracle trades cheaper than peers Microsoft and Amazon while growing faster. Continued backlog conversion and cloud growth will be key to reaching these optimistic targets.
As of Oct 26, 2026 20:41 WIB, Oracle (ORCL) trades at USD 125.41 on Pluang, down 0.59% for the day, with a market cap of $382.45 billion. Compared to peers Microsoft and Amazon, which trade at USD 522.29 and USD 247.92 respectively, Oracle offers a higher dividend yield of 1.59% and a shorter typical hold time of 75 days. This positions Oracle as a relatively more accessible option in the technology sector amid its recent cloud growth news.
Microsoft and Oracle both ended their latest quarters with record backlogs close in value, signaling strong demand for AI infrastructure. Microsoft’s backlog is backed by a highly profitable software business generating positive free cash flow, while...
This week saw significant declines in AI infrastructure stocks, with neocloud companies like CoreWeave and Nebius dropping over 30% in October. Credit default swap spreads for major tech firms Meta, Nvidia, and Oracle hit record highs, signaling incr...
Oracle's stock price has dropped nearly 50% from around $250 in early June to about $125, yet Wall Street analysts remain optimistic. Goldman Sachs recently maintained a 'Buy' rating, though it lowered the 12-month price target from $240 to $206 due ...
Oracle's stock has dropped 32% in 2026 despite strong cloud business growth, including 62% cloud revenue increase and $664 billion in future contracts. Analysts see a 54% upside potential with a price target of $201.27, driven by high GPU utilization...
Oracle announced it will hold its Investor Day Meeting on October 28, 2026, during Oracle AI World. The event will be streamed live, providing investors insights into Oracle's integrated cloud applications and autonomous infrastructure. This meeting ...
