Oracle's stock has fallen about 20% in 2026 due to heavy capital spending and negative free cash flow, while its cloud peers like Microsoft and Amazon have gained. Despite this, analysts remain optimistic, with an average price target implying a 52% upside and Guggenheim setting a high target of $400, betting on Oracle's growth in AI infrastructure and cloud services. The company's upcoming Q1 fiscal 2027 earnings report will be crucial to validate its cloud revenue growth guidance of 58% to 64%. Investors are watching closely to see if Oracle can convert its large backlog into revenue and manage capital expenditures effectively to support a potential rebound.
This week, the key market event is the August Consumer Price Index (CPI) report, which could influence the Federal Reserve's decision on a rate hike in September. Economists expect a moderate rise in inflation, with core inflation slightly easing. St...
Oracle's stock has stabilized above $120, defying bearish expectations amid a broader software sector recovery. The company's $638 billion Remaining Performance Obligations (RPO), closely linked to OpenAI, support confidence in future revenue and AI ...
Oracle reported strong fiscal 2026 results with 17% revenue growth to $67 billion and a 36% net income increase, driven by a 75% surge in its cloud infrastructure segment. Despite a recent 55% stock price drop from its peak, Morgan Stanley raised Ora...
Oracle expects its quarterly revenue to grow between 27% and 29%, fueled by rising demand for cloud services and AI infrastructure. The company delivered 1.2 gigawatts of cloud capacity in fiscal 2026 and targets one gigawatt in the first quarter, wi...
Crusoe, a data center developer serving clients like Meta, Microsoft, and OpenAI, raised $3 billion at a $30 billion valuation. The funding round was co-led by Atreides Management and Valor Equity Partners, with Mubadala Capital also participating. C...
