New lease at the Neuhoff Development adds over 116,000 square feet to Oracle's Nashville footprint AUSTIN, Texas, March 26, 2026 /PRNewswire/ -- To accommodate future growth of its Nashville workforce, Oracle has signed a new 116,000 square foot lease within The Neuhoff District, at 1320 Adams Street. With this latest investment, Oracle will bring its office capacity in Nashville to about 2,000 seats across three locations, marking significant progress in the company's plans to create thousands of new tech ...

Oracle has introduced several new or updated features designed to help enterprises deploy artificial intelligence agents.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The company’s new Fusion Agentic Applications ...

Oracle Expands AI Agent Studio for Fusion Applications with Agentic Applications Builder and New Intelligent Workflow Tools Accessibility StatementSkip Navigation Latest additions to AI Agent Studio for Fusion Applications help organizations scale adoption of outcome- driven AI and measure value LONDON, March 24, 2026 /PRNewswire/ -- Oracle AI World -- Oracle today announced the latest updates to Oracle AI Agent Studio for Fusion Applications, a complete development platform for building, connecting, and ru ...

Core Insights - Workday, Inc. is expanding in the healthcare technology sector through a multi-year agreement with Fairview Health Services to implement its AI-powered platform for modernizing HR, finance, and supply chain solutions [1][8] - The deal emphasizes the increasing demand for unified cloud solutions aimed at enhancing operational efficiency, financial transparency, and overall organizational performance [1] Group 1: Platform Features and Benefits - Workday's platform will support over 34,000 Fairview employees by providing an integrated system that utilizes shared data, AI insights, and streamlined workflows [2] - The Human Capital Management feature centralizes employee data, automates workforce processes, and enhances talent planning, thereby boosting productivity and improving employee experience [2] - Workday Financial Management offers real-time visibility into budgets, spending, and overall financial performance, while its analytics and forecasting tools aid in decision-making and cost control [3] Group 2: Partnerships and Initiatives - Workday has partnered with Lyra Health to enhance its employee wellness platform, continuing to deliver comprehensive AI-powered solutions that modernize operations and support a healthier workforce [4] Group 3: Competitive Landscape - Workday faces competition from Oracle Corporation and Automatic Data Processing, Inc., with Oracle expanding its AI capabilities and ADP launching AI-powered agents for HR and payroll automation [5][6] Group 4: Financial Performance and Valuation - Workday shares have decreased by 46.9% over the past year, contrasting with the industry's decline of 8.1% [7] - Earnings estimates for fiscal 2027 remain static at $10.54, while estimates for fiscal 2028 have declined by 1.1% to $12.32 [9] - Workday trades at a forward price-to-earnings ratio of 12.38, which is below the industry average of 27.02 [10]

Industry Overview - The rapid advancement of artificial intelligence (AI) has raised concerns among investors regarding the potential disruption of traditional software models, particularly Software-as-a-Service (SaaS) [2] - The software sector has transitioned from a bull market to a bear market, with the iShares Expanded Tech-Software Sector ETF (IGV) falling approximately 30% from its 52-week high and nearly 22% year-to-date [4] - Many high-quality software companies are now trading below their historical earnings multiples due to a significant selloff driven by fears surrounding AI [3][6] Company-Specific Insights Salesforce - Salesforce has experienced a decline of over 42% from its 52-week high and is down close to 29% year-to-date, raising concerns about its SaaS model in the AI era [8] - Despite the selloff, analysts maintain a Moderate Buy consensus for Salesforce, with a price target suggesting nearly 71% upside potential [9] - The introduction of Salesforce's Agentforce platform, which allows for the creation of AI-powered agents, is seen as a potential growth driver [10] Dropbox - Dropbox shares have decreased by 26% from their 52-week high and nearly 12% year-to-date, resulting in a forward P/E of just 8, indicating potential value [12] - The company is transitioning to an AI-powered platform for productivity and content intelligence, with products like Dropbox Dash and Dropbox AI [13] - Analyst sentiment remains neutral, but the consensus price target implies nearly 30% upside, suggesting the selloff may have been excessive [14] Adobe - Adobe's stock has fallen 43% from its 52-week high and nearly 25% year-to-date, primarily due to fears of competition from generative AI tools [15] - The company has responded by integrating AI deeply into its products, such as Photoshop and Illustrator, rather than treating it as a separate tool [16] - Analysts hold a neutral sentiment, with a consensus Hold rating, while Adobe's forward P/E of 10 positions it as an attractive value opportunity [16] Oracle - Oracle shares have dropped more than 53% from their 52-week high and are down nearly 18% year-to-date, amid concerns over debt-funded capital expenditures for AI infrastructure [17][18] - Despite the negative sentiment, Oracle continues to secure public-sector deals, indicating ongoing business activity [20] - Analysts remain bullish on Oracle, with a Moderate Buy consensus and a price target suggesting over 80% upside potential [21] Investment Opportunities - The iShares Expanded Tech-Software Sector ETF (IGV) offers diversified exposure to North American software companies, holding 114 stocks and trading at a P/E of 34 [22] - The current market correction may present opportunities for long-term investors, particularly for companies that effectively embrace AI and adapt to the changing landscape [24] - The key question for investors is which companies will successfully integrate AI to thrive in the next market cycle [25]

Core Insights - The City of Atlanta is modernizing its constituent services by expanding its partnership with Oracle and Deloitte, selecting Oracle Permitting and Licensing (OPAL) to enhance city planning, zoning, permitting, code enforcement, and inspections [1] - This initiative aims to streamline citizen services, reduce processing times, and support economic growth in Atlanta, which is projected to see a 30% population increase by 2050 [1] - The implementation of Oracle Fusion Cloud Applications has already led to increased productivity, cost reductions, and improved financial controls, with expected savings of $17.5 million over a 10-year period [1] Group 1: Project Overview - The City of Atlanta is adopting a unified IT approach by consolidating permitting within existing cloud infrastructure, which will minimize disparate systems and reduce maintenance overhead [1] - The project aims to enhance transparency and tracking for staff, businesses, and residents, automate reviews and workflows, and minimize approval bottlenecks [1] - Mayor Andre Dickens emphasized the project's importance in delivering affordable housing and creating inclusive neighborhoods [1] Group 2: Technology and Partnerships - Oracle Fusion Cloud Applications, including ERP, EPM, and HCM, are being utilized to improve financial reporting, planning, and HR processes, providing a comprehensive suite of AI-powered applications [1] - Deloitte has been a trusted advisor to the City of Atlanta for nearly nine years, leading the implementation of the current ATLcloud ERP solution, which positions them well for the new permitting system [1] - The collaboration between Deloitte and Oracle aims to leverage government and AI expertise to create a community-centric, data-driven approach for operational excellence [1]

Core Insights - Oracle stock has increased by 74% since the beginning of the year, attributed to its pivot towards becoming a leader in artificial intelligence infrastructure [1] - G42 announced progress on the construction of a 1GW AI infrastructure cluster in the UAE, in partnership with major tech companies [2] - Oracle reported a 12% year-over-year revenue growth to $14.9 billion for Q1 of fiscal 2026, with a notable MultiCloud revenue growth rate of 1,592% [4][5] Company Developments - G42 is developing the Stargate AI infrastructure cluster in Abu Dhabi, with the first 200MW targeted for completion by 2026 [2] - IBM introduced three new AI agents on the Oracle Fusion Applications AI Agent Marketplace, enhancing enterprise application productivity [3] - Oracle's Chairman highlighted the significant growth in MultiCloud database revenue, which increased by 1,529% in Q1 [5] Financial Performance - Oracle's Q1 revenue reached $14.9 billion, reflecting a 12% increase in USD and an 11% increase in constant currency [8] - Net income for Q1 was $2.927 billion, slightly lower than the previous year's $2.929 billion [8] - Earnings per share (EPS) decreased by 2% to $1.01, which was $0.01 below consensus estimates [10] Future Outlook - Bank of America analysts provided an optimistic outlook for Oracle, projecting fiscal 2030 revenue of $225 billion and EPS of $21, both exceeding Wall Street estimates [9]

Core Insights - IBM has announced the launch of three new AI agents on the Oracle Fusion Applications AI Agent Marketplace aimed at enhancing operational efficiency for Oracle Fusion Cloud Applications customers [1][4] - The new agents are built using Oracle AI Agent Studio and are designed to automate processes and workflows within Oracle Fusion Applications [1][5] - IBM plans to introduce additional agents for HR and supply chain, expanding its offerings in the Oracle ecosystem [1][2] Summary by Categories New AI Agents - The three new AI agents include: - Intercompany Agent: Automates the review of intercompany agreements [5] - Smart Sales Order Entry Agent: Streamlines the sales-order creation process by generating relevant data for the order-to-cash process [5] - Requisition to Contract Agent: Manages the workflow of converting purchase requisitions to contract purchase orders [5] Technology and Development - The agents are developed on IBM watsonx Orchestrate, an enterprise-grade AI solution that supports the deployment and governance of AI agents [2] - Watsonx Orchestrate operates on Red Hat OpenShift AI, providing a multi-agent approach that integrates with Oracle's AI offerings [2] Strategic Partnership - The collaboration between IBM and Oracle aims to leverage their combined expertise in enterprise AI and business transformation to drive innovation and competitive advantage for clients [1][4] - Oracle plans to make the IBM Granite 4.0 family of AI models available through its Oracle Cloud Infrastructure Data Science [2]

Core Insights - The AI Revolution Company (AI/R) is positioning itself as a leading implementation partner for Oracle Fusion Cloud Applications customers to leverage Oracle AI Agent Studio capabilities [1][3] - Oracle AI Agent Studio is a comprehensive platform that allows enterprises to create, deploy, and manage AI agents without additional costs, enhancing accessibility through user-friendly tools and templates [2][4] - AI/R's extensive experience with Oracle products and its ecosystem of over 6,000 experts provide unique value in implementing AI solutions across various business functions [3][5] Group 1 - AI/R aims to help enterprises maximize the transformative potential of agentic AI through its deep technical expertise and proven methodologies [4][5] - The platform features native integration with Oracle Fusion, agent orchestration for complex workflows, and options for using various large language models [4][5] - AI/R focuses on democratizing AI agent creation while ensuring robust testing and security frameworks for enterprise-wide deployments [5] Group 2 - AI/R's mission is to embed AI into all operations, driving innovation and productivity across industries [6] - The company emphasizes the importance of bridging the gap between advanced AI capabilities and real-world business outcomes to achieve measurable ROI [5]

Core Insights - Oracle Corporation has shown strong stock performance, with an 18.4% increase over the past year, outperforming the Zacks Computer and Technology sector and the S&P 500 [1] - The company's growth is attributed to its strategic shift towards cloud infrastructure and AI technologies, with Q3 fiscal 2025 revenues rising 6% year-over-year to $14.1 billion, primarily driven by cloud services [2] Financial Performance - Oracle's remaining performance obligations (RPOs) have increased significantly to $130 billion, reflecting a 63% rise in constant currency, indicating strong future revenue potential [3] - Cloud services and license support revenues grew by 10% to $11.0 billion, while cloud infrastructure revenues surged by 51% in constant currency [3] - The Zacks Consensus Estimate for Oracle's fiscal 2025 revenues is $57.12 billion, representing a year-over-year growth of 7.86%, with earnings estimated at $6.05 per share, reflecting an 8.81% increase [4] AI and Multi-Cloud Strategy - Oracle's positioning in the AI ecosystem is strengthening, with IaaS revenues increasing by 51% in constant currency and GPU consumption for AI training rising by 244% year-over-year [5] - The introduction of Oracle AI Agent Studio enhances Oracle's AI capabilities, allowing customers to manage AI agents across enterprise operations [6] - The multi-cloud strategy is gaining momentum, with Database@Azure service expanding to 14 regions and projected growth of 92% in multi-cloud database revenues from major tech companies [7] Investment Considerations - Despite positive growth metrics, Oracle's capital expenditures are expected to exceed $16 billion in fiscal 2025, which may pressure free cash flow [8] - Infrastructure expansion faces potential constraints due to component delays, which could limit revenue growth despite strong demand [9] - Oracle's current valuation, with an EV/EBITDA multiple of 19.92, is above the industry average, suggesting limited margin of safety for investors [10] Conclusion - Oracle holds a Zacks Rank 3 (Hold), indicating that current shareholders may consider holding their positions due to the company's strategic focus on high-growth markets [11] - Prospective investors may benefit from waiting for a more favorable entry point or clearer evidence of sustainable revenue growth and margin improvement [12]