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Bronstein, Gewirtz & Grossman LLC Urges Oracle Corporation Investors to Act: Class Action Filed Alleging Investor Harm
Globenewswire· 2026-02-05 17:00
Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation and certain officers for alleged violations of federal securities laws during the Class Period from June 12, 2025, to December 16, 2025 [1][2]. Group 1: Lawsuit Details - The lawsuit seeks to recover damages for investors who purchased Oracle securities during the specified Class Period [2]. - Allegations include misrepresentation regarding the company's AI infrastructure strategy, which is said to lead to significant increases in capital expenditures without corresponding near-term revenue growth [3]. - The complaint also claims that increased spending poses risks to Oracle's debt, credit rating, free cash flow, and project funding capabilities [3]. Group 2: Next Steps for Investors - Investors affected by the situation have until April 6, 2026, to request appointment as lead plaintiff in the case [4]. - Participation in any recovery does not require serving as lead plaintiff [4]. Group 3: Legal Representation - Bronstein, Gewirtz & Grossman, LLC operates on a contingency fee basis, meaning they will only seek reimbursement for expenses and fees if successful [5]. - The firm has a history of recovering substantial amounts for investors in securities fraud cases [6].
INVESTOR ALERT: Oracle Corporation Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announces
Prnewswire· 2026-02-05 12:25
SAN DIEGO, Feb. 5, 2026 /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP announces that the Oracle class action lawsuit seeks to represent purchasers or acquirers of Oracle Corporation (NYSE: ORCL) common stock between June 12, 2025 and December 16, 2025, inclusive (the "Class Period"). Captioned Barrows v. Oracle Corporation, No. 26-cv-00127 (D. Del.), the Oracle class action lawsuit charges Oracle and certain of Oracle's top executives with violations of the Securities Exchange Act of 1934 ...
Oracle Stock Found Its Place In AI, Now Comes The Hard Part (NYSE:ORCL)
Seeking Alpha· 2026-02-05 08:50
English and Brazilian Portuguese translator, proofreader, editor, and content writer specializing in Finance, Economics, and Investments. My strategy is focused on wealth preservation, income, and long-term appreciation. My national portfolio is made of Brazilian hand-picked stocks and real estate funds, and my international one consists of ETFs that cover the entire globe.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initi ...
Oracle Found Its Place In AI, Now Comes The Hard Part
Seeking Alpha· 2026-02-05 08:50
Group 1 - The article discusses the investment strategy focused on wealth preservation, income generation, and long-term appreciation [1] - The national portfolio consists of Brazilian hand-picked stocks and real estate funds, while the international portfolio includes ETFs that cover the entire globe [1]
Investor Notice: Shareholder Rights Law Firm Robbins LLP Informs Investors of the Oracle Corporation Securities Class Action Lawsuit
Businesswire· 2026-02-05 00:54
Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation on behalf of investors who purchased its common stock between June 12, 2025, and December 16, 2025, indicating potential legal challenges for the company [1] Company Summary - Oracle Corporation is identified as a technology company that provides infrastructure for operating artificial intelligence (AI) programs, highlighting its role in the growing AI sector [1]
Stock market today: Dow, S&P 500, Nasdaq hit pause after tech sell-off in wait for Amazon earnings
Yahoo Finance· 2026-02-04 23:49
Market Overview - US stock futures showed stability after a two-day tech sell-off, with S&P 500 futures up 0.1% and Nasdaq 100 futures up 0.3% as investors awaited Amazon's earnings and assessed Alphabet's AI spending plans [1][3] - The tech sector experienced a significant decline, with nearly $1 trillion wiped off the value of software stocks tracked in an iShares ETF over the past week [2][7] Company Earnings and Forecasts - Alphabet announced a substantial increase in AI investment, projecting up to $185 billion, which led to a decline in its shares [3] - Amazon's AWS cloud unit is expected to report a 21% increase in sales in its upcoming quarterly report [3] - Snap reported a strong fourth quarter with revenue of $1.71 billion, exceeding Wall Street estimates of $1.7 billion, and earnings per share of $0.03 [12][16] - E.l.f. Beauty raised its full-year 2026 sales outlook to between $1.6 billion and $1.61 billion, up from a previous range of $1.55 billion to $1.57 billion, and reported a 38% increase in net sales to $489.5 million [14][16] - Qualcomm's stock fell around 11% after reporting a revenue increase of 5% year over year to $12.3 billion, but provided a dim outlook for the second quarter due to a memory chip shortage [26][28] Market Sentiment and Trends - The recent tech sell-off was driven by concerns over AI potentially disrupting existing business models, rather than fears of a bubble [8][9] - Silver prices plunged by as much as 17%, erasing previous gains, as market sentiment turned negative across various asset classes [4][22] - Bitcoin fell significantly after Treasury Secretary Scott Bessent ruled out a government bailout for the cryptocurrency, with prices nearing the critical $70,000 level [5][11] Capital Expenditure and Partnerships - Alphabet's forecast for capital expenditures in 2026 reached $180 billion, positively impacting partners like Broadcom, which saw its stock rise by 5% [20][21] - Oracle also increased its capital expenditure forecast to around $50 billion, indicating a broader trend among tech companies investing heavily in AI infrastructure [21]
Oracle (ORCL) Registers a Bigger Fall Than the Market: Important Facts to Note
ZACKS· 2026-02-04 23:46
Company Performance - Oracle's stock closed at $146.67, reflecting a decline of 5.17% from the previous day, underperforming the S&P 500 which fell by 0.51% [1] - Over the past month, Oracle's shares have decreased by 20.17%, significantly underperforming the Computer and Technology sector's loss of 0.27% and the S&P 500's gain of 0.93% [1] Upcoming Earnings - Oracle is expected to report an EPS of $1.7, representing a 15.65% increase compared to the same quarter last year, with a projected quarterly revenue of $16.89 billion, up 19.54% year-over-year [2] Full Year Projections - For the full year, earnings are projected at $7.46 per share and revenue at $66.94 billion, indicating increases of 23.71% and 16.62% respectively from the previous year [3] Analyst Estimates - Recent changes in analyst estimates for Oracle indicate a positive outlook, with a 0.62% increase in the Zacks Consensus EPS estimate over the last 30 days [5] - Oracle currently holds a Zacks Rank of 3 (Hold), reflecting a neutral sentiment among analysts [5] Valuation Metrics - Oracle's Forward P/E ratio stands at 20.73, which is higher than the industry's Forward P/E of 18.28, suggesting a premium valuation [6] - The company's PEG ratio is 1.09, compared to the Computer - Software industry's average PEG ratio of 1.47, indicating a relatively favorable growth outlook [6] Industry Context - The Computer - Software industry is part of the broader Computer and Technology sector, currently holding a Zacks Industry Rank of 90, placing it in the top 37% of over 250 industries [7] - Historically, the top 50% rated industries outperform the bottom half by a factor of 2 to 1, indicating a strong competitive position for Oracle within its industry [7]
ORCL INVESTOR ALERT: Oracle Corporation Investors with Substantial Losses Have Opportunity to Lead the Oracle Class Action Lawsuit – RGRD Law
Globenewswire· 2026-02-04 23:23
Core Viewpoint - The Oracle class action lawsuit alleges that Oracle Corporation and its executives made misleading statements regarding the company's financial health and AI infrastructure strategy, leading to significant stock price declines during the class period from June 12, 2025, to December 16, 2025 [1][3]. Group 1: Allegations and Financial Impact - The lawsuit claims that Oracle's AI infrastructure strategy would lead to substantial increases in capital expenditures without corresponding near-term revenue growth, raising concerns about the company's debt and credit rating [3]. - On September 24, 2025, S&P Global Ratings indicated that OpenAI could account for over a third of Oracle's total revenues by fiscal 2028, which posed risks related to OpenAI's ability to meet contractual obligations [4]. - Following negative analyst coverage from Rothschild & Co. Redburn on September 25, 2025, which set a $175 price target for Oracle, the stock price fell over 5% [5]. - Oracle's financial results announced on December 10, 2025, showed revenue growth below expectations and negative free cash flow exceeding $10 billion, resulting in an almost 11% drop in stock price [6]. - Reports on December 12, 2025, indicated delays in data center completion for OpenAI due to labor and material shortages, further suggesting potential revenue growth delays for Oracle [7]. - On December 17, 2025, it was reported that Blue Owl Capital withdrew funding for a $10 billion Oracle data center project, leading to an additional decline of over 5% in Oracle's stock price [8]. Group 2: Legal Process and Firm Background - The Private Securities Litigation Reform Act of 1995 allows any investor who purchased Oracle common stock during the class period to seek appointment as lead plaintiff in the lawsuit [9]. - Robbins Geller Rudman & Dowd LLP, the firm handling the case, has a strong track record, having recovered over $916 million for investors in 2025 alone, and is recognized as one of the largest plaintiffs' firms globally [11].
Oracle: Cleaner Financing Plan, Messier OpenAI Story (NYSE:ORCL)
Seeking Alpha· 2026-02-04 22:41
Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and potential returns [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - The investor screens through thousands of stocks, primarily in the US, looking for those that have undergone recent sell-offs [1] - A key criterion for stock selection is insider buying after a sell-off, which may indicate confidence in the company's future performance [1] - Professional background checks are conducted on insiders who purchase shares post-sell-off to ensure credibility and assess potential motivations [1]
Oracle: Cleaner Financing Plan, Messier OpenAI Story
Seeking Alpha· 2026-02-04 22:41
Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Group 1: Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and return [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] Group 2: Stock Selection Criteria - The investor screens thousands of stocks, primarily in the US, looking for those that have undergone recent sell-offs [1] - A key criterion for stock selection is insider buying at the new lower price, which may indicate confidence in the company's future [1] - Professional background checks are conducted on insiders who purchased shares after the sell-off, adding a layer of due diligence [1] Group 3: Technical Analysis - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] - Multicolor lines are used for visualizing support and resistance, and trend lines are drawn to identify patterns [1]