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.
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Oracle is aggressively funding its AI cloud infrastructure growth by selling stock, increasing debt, and relying on customer prepayments, aiming to compete with Microsoft’s cash-rich expansion. Oracle’s cloud infrastructure revenue surged 121%, drive...
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Oracle's cloud backlog has surged past $664 billion, with cloud revenue now making up 60% of total sales, reflecting strong growth. However, the company reported a negative free cash flow of $5.4 billion last quarter and expects high capital expendit...
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