Oracle Corp's stock has dropped 22% amid concerns over margin and free cash flow pressures due to heavy investments in Oracle Cloud Infrastructure (OCI). Despite this, the company's Cloud segment shows strong revenue growth of 39% year-over-year, with Multicloud revenue surging 404%. The backlog has reached $638 billion, though gross margins declined from 71% to 65%. Management expects short-term margin pressure from data center expansion but anticipates rapid improvement as new capacity comes online, targeting long-term returns on invested capital in the high 20s. The analyst recommends accumulating shares below $100, betting on long-term profitability driven by Multicloud, Bring Your Own Hardware (BYOH), and customer prepayments.
Oracle's stock surged 5% following Morgan Stanley's price target increase, sparking renewed interest in AI cloud infrastructure. CoreWeave also rose 3%, benefiting from the same momentum. Oracle's strong cloud revenue growth and large AI-related cont...
Oracle's stock has fallen nearly 28% in the past year, but its cloud infrastructure business is booming, especially for AI workloads. Oracle Cloud Infrastructure (OCI) grew 93% in Q4 FY2026, with GPU utilization at 97.5%, signaling high demand. The c...
Oracle is aggressively undercutting AWS on cloud infrastructure pricing and securing large AI-related contracts, with its cloud revenue up 93% year-over-year and a massive backlog of $638 billion. Meanwhile, AWS posted strong growth with $42.23 billi...
Oracle's stock has dropped significantly, trading at $158.78 against a Wall Street consensus target of $242.05, due to massive capital expenditures and negative free cash flow. Despite this, analysts remain bullish, citing Oracle's rapid cloud infras...
Investors pulled $700 million from the iShares Expanded Tech-Software Sector ETF (IGV) just hours before Snowflake reported a strong quarter with 37% product revenue growth and an increased full-year forecast, driven partly by AI. Despite Snowflake's...
