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.
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 ...
Oracle announced a $1 billion investment over four years to enhance its partner ecosystem's ability to develop AI-powered solutions and services. This funding expands benefits and incentives in training, technical support, cloud migration, and go-to-...
