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Oracle upgraded to Buy on attractive valuation and clarified capital plans amid AI uncertainty.

Analyst Insights
03 Nov 2026, 20:52 WIB
Seeking Alpha
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Bullish
Oracle upgraded to Buy on attractive valuation and clarified capital plans amid AI uncertainty.

Oracle Corporation has been upgraded to a Buy rating due to its discounted valuation and clarified capital requirements. Management expects $20 billion in external funding, positive free cash flow by the second half of fiscal 2028, and a net debt to EBITDA ratio below 3.5x by fiscal 2029. The company reaffirmed aggressive growth targets including 34% revenue growth in fiscal 2027 and $225 billion revenue by fiscal 2030. Despite AI-related market uncertainties, Oracle trades at a forward non-GAAP earnings multiple well below sector averages, suggesting a potential recovery opportunity for investors.

Oracle Corporation's market cap stands at $361.42 billion as of Nov 04, 2026 02:02 WIB, reflecting its significant scale in the technology sector. The stock price on Pluang is USD 126.45, up 6.17% in the last day, indicating strong investor interest following the rating upgrade. Trading volume is robust at 57,933,663 shares, while the dividend yield offers a modest 1.68%, highlighting a balance between growth potential and income for investors.

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