Oracle reported a 30% revenue increase last quarter, fueled by a 60% rise in cloud revenue, signaling strong business momentum. However, the company faces challenges including declining gross margins and higher interest expenses, which are pressuring earnings despite robust revenue growth. Capital expenditures remain very high, expected to exceed 100% of revenue by FY2027, potentially reducing free cash flow further. The stock's forward price-to-earnings ratio has dropped 14%, reflecting these concerns, but continued AI-driven growth could still significantly boost the stock price if demand remains strong.
Oracle's stock price stands at USD 135.99, down 1.02% as of Oct 13, 2026, 18:11 WIB on Pluang, reflecting cautious market sentiment despite the company's strong revenue growth. The stock trades well below its 52-week high of USD 313.00, with a market cap of $416.50 billion and a dividend yield of 1.46%. Pluang order activity shows a majority of 65% Sell versus 35% Buy, indicating investor hesitation amid concerns over margins and capital expenditures.
Oracle board member Stephen Rusckowski purchased $3.48 million worth of shares as the stock trades nearly 60% below its peak. This insider buying contrasts with recent sales by other executives and signals confidence despite Oracle's stock decline. T...
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...
