Oracle's stock has dropped 53% over the past year to around $140, even as its AI-related backlog surged to $664 billion, raising questions about market valuation. The company reported strong Q1 FY2027 results, including 29.6% revenue growth and a 121% increase in infrastructure-as-a-service revenue, while raising full-year revenue guidance to $90 billion. Bulls see potential for a breakout with a price target of $217.95, implying 55% upside, based on backlog conversion and capacity delivery. Bears worry about heavy capital expenditure, negative free cash flow, and rising debt, but Oracle's management expects strong cash flow conversion post ramp-up. Compared to peers Microsoft and IBM, Oracle trades at a lower forward P/E with higher growth, making the stock potentially undervalued if execution goes as planned.
Oracle's stock trades at USD 146.83 on Pluang, down 2.49% in the past day, with a market cap of $455.34 billion. Investors on Pluang show a 62% buy interest versus 38% sell. These figures are current as of Sep 18, 2026 20:41 WIB.
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Oracle is positioned as a high-leverage, high-risk investment in the AI sector, reflecting current market volatility and uncertainty. Analysts estimate Oracle shares are significantly undervalued, with a 12-month price target of $215, suggesting abou...
Oracle reported a record cloud quarter with $19.345 billion revenue, 121% cloud growth, and a $664 billion backlog including $30 billion in new AI contracts. Despite this, its stock fell due to concerns over negative free cash flow and high capital e...
