Oracle(US:ORCL) 智通财经网·2025-12-23 02:48Group 1 - The core viewpoint of the articles highlights significant market concerns regarding Oracle's remaining performance obligations linked to OpenAI, but Wells Fargo believes these concerns are exaggerated and that the association with OpenAI is a long-term positive for Oracle [1] - Analyst Michael Turley projects Oracle's revenue for fiscal years 2027 to 2030 to reach $10 billion, $39 billion, $65 billion, and $78 billion respectively, based on company guidance and RPO disclosures [1] - Turley estimates that OpenAI will contribute approximately 25-30% to Oracle's earnings per share from fiscal years 2028 to 2030, assuming a constant share count and using Oracle's disclosed average gross margin of 35% and an estimated net profit margin of 20% [1] Group 2 - Oracle's stock experienced a significant decline following its Q2 earnings report released on December 10, 2025, which showed revenues falling short of analyst expectations while capital expenditures exceeded them [2] - Reports of potential delays in building data centers for OpenAI were cited as a critical factor leading to the stock's drop, despite Oracle's spokesperson denying any delays and confirming that all contractual commitments were on schedule [2] - The AI sector is undergoing a harsh "reality check," impacting investor sentiment and leading to sell-offs in Oracle's stock [2]