Oracle Corporation reported a record Q1 revenue of $19.3 billion, a 30% increase year-over-year, driven by growth in Cloud Infrastructure and customer prepayments. Despite improved cash flow from prepayments, the company faces risks from high customer concentration, notably reliance on OpenAI for about half of its $664 billion backlog, and substantial capital expenditures projected at $90–95 billion for the year. These factors contribute to negative free cash flow and heavy leverage, leading analysts to maintain a Hold rating on Oracle stock due to these financial risks despite strong quarterly results.
Oracle shares are trading at USD 143.70 on Pluang, down 0.70% as of Sep 15, 2026 19:15 WIB. The stock's market cap stands at $437.81 billion, well below its 52-week high of $328.15. This trading data provides context to the company's financial challenges and analyst ratings mentioned in the news.
Shares of companies involved in AI infrastructure and energy, including GE Vernova, Caterpillar, and Oracle, fell sharply after Anthropic CEO proposed slowing AI model development. These firms have heavily invested in data centers and AI compute reso...
Oracle Corporation is downgraded to Hold due to ongoing market concerns about its high capital expenditures and negative free cash flow, despite strong revenue growth driven by cloud infrastructure. The company reported a record $23 billion in operat...
Oracle's stock fell 5% after the company revealed that layoff costs increased by $700 million due to severance and AI-related workforce reductions, overshadowing Executive Chair Larry Ellison's canceled plan to sell $7.5 billion in shares. The negati...
Larry Ellison, Oracle's founder, canceled a plan to sell up to $7.5 billion in Oracle shares just one day after it was publicly disclosed. This move follows a dramatic $200 billion decline in his net worth over the past year, largely due to Oracle's ...
Oracle Health has introduced the Clinical AI Agent for nurses in the U.S., integrating AI-powered voice navigation, acute nursing summaries, and voice-enabled charting into its EHR system. This tool helps nurses quickly access patient information, do...
