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 expenditures. Analysts see a 50% upside to $214.69 within 12 months, betting on backlog conversion and strong pricing power. Risks include cash flow pressures and data center delivery delays, but Oracle remains undervalued compared to peers Microsoft and Alphabet, making it a buy for patient investors.
Oracle's market cap stands at $432.88 billion as of Sep 18, 2026, 00:41 WIB, with a dividend yield of 1.4%. On Pluang, Oracle's stock price rose 4.34% to USD 149.45, showing strong investor interest despite recent concerns. Compared to Microsoft and Alphabet, Oracle's enterprise value of $556.69 billion remains significantly lower than their multi-trillion dollar valuations, highlighting its relative undervaluation in the tech sector.
Oracle's shares have dropped over 50% in the past year amid market fears and AI sector volatility, but the company has quietly built a massive $664 billion backlog of signed contracts, including $30 billion in new AI deals in Q1. Cloud revenue surged...
Oracle and Broadcom have taken different approaches to financing their AI chip expansions. Oracle borrows heavily and sells stock to build its own GPU data centers, resulting in large capital expenditures and negative free cash flow, raising concerns...
Oracle is trucking compressed natural gas to power its AI data centers due to delays in pipeline construction and permits. This costly workaround helps Oracle meet fixed delivery dates on AI capacity contracts, avoiding penalties despite fuel costs b...
Ray Dalio cautions that stocks have limited room for error as rising bond yields narrow the advantage of equities over bonds. He highlights that AI companies are burning cash rapidly, creating liquidity challenges despite strong earnings, with some f...
Jim Cramer emphasized the value of dividend stocks like Home Depot during recent AI stock selloffs, noting that despite his personal dislike for Home Depot, its steady dividends helped stabilize his portfolio. While AI stocks like Oracle and Broadcom...
