Oracle's stock fell after its Q4 FY2026 earnings report, despite a record backlog and strong cloud infrastructure revenue growth of 93%. The company reported $19.184 billion in revenue and a non-GAAP EPS of $2.11, with a massive $638 billion in Remaining Performance Obligations, signaling strong future revenue. However, concerns arose due to a negative free cash flow of $23.686 billion driven by high capital expenditures of $55.663 billion. Bulls are optimistic about Oracle's AI and cloud growth, projecting a 32.59% upside to a $249.71 price target within 12 months, while bears worry about the high liabilities and capital intensity. The stock's future depends on Oracle's ability to convert its backlog into revenue and manage its capital spending effectively.
Oracle shares recently dropped sharply amid market concerns despite $67 billion in AI deals and $70 billion planned spending. Historically, Oracle stock falls an average of 18% during market crises, worse than the S&P 500, with declines up to 40% in ...
Tradr ETFs has introduced two new leveraged ETFs that provide twice the inverse daily performance (-200%) of Applied Optoelectronics and Oracle stocks. These funds, listed on Cboe, offer traders tools to profit from or hedge against declines in these...
Oracle is transforming from a traditional software company into a hyperscaler focused on AI-driven cloud infrastructure. The company faces risks from high debt and customer concentration, notably with OpenAI, but its accelerating cloud revenue and la...
Oracle introduced a new AI Studio Skill within Oracle AI Agent Studio for Fusion Applications, enabling customers and partners to build AI-driven Fusion Agentic Applications natively inside Oracle Fusion Cloud. These applications use specialized AI a...
Bealls Inc., a 111-year-old US retailer, improved its clearance pricing strategy by adopting Oracle Retail Lifecycle Pricing Optimization (LPO). This AI-driven solution replaces fixed markdown schedules with dynamic pricing based on real-time demand,...
