Oracle is transforming from a tech stalwart to a major player in infrastructure and services for high-performance computing.Shares of Oracle (ORCL 1.49%), the database and cloud computing specialist, have kept pace with the S&P 500 in 2025 -- up 17% year to date at the time of this writing, compared to a 17.5% gain in the index. But the tech giant's stock is down about 40% from its all-time high (made in August of this year).In hindsight, Oracle's stock probably ran up too far, too fast in a short period, d ...

Oracle logo highlighted in front a background representative of the AI industry. Key Points Oracle is transitioning from legacy software to become the essential utility provider for running powerful artificial intelligence chips. The acquisition of a stake in TikTok validates the sovereign cloud strategy by demonstrating that Oracle can meet the immense national security requirements. A massive backlog of signed contracts provides strong revenue visibility and supports the aggressive expansion of data ...

Core Viewpoint - Oracle is securing significant cloud deals but faces investor skepticism regarding the conversion of these deals into realized revenue [2][12]. Group 1: Financial Performance - Oracle's stock has declined approximately 42% since the announcement of its fiscal 2026 Q1 results, despite a notable $300 billion deal with OpenAI [2]. - Following the release of Oracle's Q2 results, which reported all-time high figures and a positive outlook, the stock experienced a sell-off of about 15% [2]. - The company reported $68 billion in remaining performance obligations (RPO) for fiscal 2026 Q2, marking a 15% increase from Q1, bringing the total RPO to $523 billion [5]. Group 2: Cloud Strategy - Oracle is gaining market share in cloud infrastructure, with a growing number of customers committing to Oracle Cloud Infrastructure (OCI) [5]. - The company's unique approach involves building its own public cloud through OCI and integrating its services with major cloud providers like AWS, Azure, and Google Cloud to enhance performance and reduce latency [6][7]. - As of November 30, Oracle has increased its multicloud data centers from 23 to 34, aiming for a total of 72 by the end of fiscal year 2026 [8]. Group 3: Investor Sentiment - Investors are concerned about the high costs and lengthy timelines associated with Oracle's infrastructure build-out, as well as the potential for overestimating customer capacity needs [10]. - Despite fears of over-leverage and insufficient cash flow, the long-term strategy of Oracle is seen as potentially beneficial, especially with the anticipated growth in AI demand [11][12]. - The current sell-off in Oracle's stock is viewed as a buying opportunity for risk-tolerant investors who support the company's strategic direction [13].

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Analysts Are Watching Closely.  On December 11, Stifel analyst Brad Reback lowered the price target on the stock to $275.00 (from $350.00) while maintaining a “Buy” rating. The price target cut follows Oracle’s Q2 earnings report. The AI bellwether reported lower quarterly revenue than expected despite booming demand for its artificial intelligence infrastructure. Oracle reported earnings per share of $2.26, beating expectations of $1.64. Meanwhile, ...

Shares of Oracle (ORCL) dipped more than 10% in the after-hours trading session on Dec. 10, 2025, (as reported by Yahoo Finance) despite surpassing analysts’ bottom-line expectations for the second quarter of fiscal 2026. This pullback was most likely triggered by the company failing to meet revenue estimates, particularly for its cloud business. At the same time, investors remained worried about this cloud giant’s debt issues and a potential AI bubble. While this consistent share price slump might come as ...

Investors are concerned that Oracle's spending is too aggressive.The "Magnificent Seven" stocks have captured the spotlight in recent years because their success has driven the S&P 500 to new heights.Recently, I ranked all seven of these stocks for 2026, with Microsoft (MSFT +1.04%) in first place, followed by Meta Platforms, Nvidia, Alphabet, Amazon, Apple, and Tesla.If Oracle (ORCL 10.95%) were in the Magnificent Seven, I would rank it ahead of Meta and right behind Microsoft, even after the growth stock ...

Transforming from a legacy database company into a major AI compute provider, Oracle (ORCL)  stock has spiked over +30% in 2025 due to surging demand for its cloud and AI infrastructure services, massive new partnerships, and sharply upgraded revenue forecasts.With Oracle Cloud Infrastructure (OCI) and Oracle Cloud Applications (OCA) riding the AI boom, it’s certainly a worthy topic of whether it's time to buy ORCL as the company's  fiscal second quarter results approach after-market hours on Wednesday, Nov ...

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks on the Market’s Radar. On December 4, TD Cowen reiterated its “Buy” rating on the stock with a $400.00 price target. The rating affirmation comes ahead of the company’s second-quarter earnings report scheduled for December 10. TD Cowen believes that there are two key factors that can reverse the recent negative sentiment surrounding the stock. These factors are Oracle Cloud Infrastructure (OCI) growth acceleration and clarification on capital expendit ...

Oracle (ORCL) stock fell more than 13% Thursday after the tech firm's quarterly AI costs rose ahead of Wall Street's expectations and revenue fell short. Oracle reported capital expenditures of $12 billion for its fiscal second quarter after the bell Wednesday, up from about $4 billion the previous year and the roughly $8 billion projected by analysts tracked by Bloomberg. The AI cloud player also hiked its guidance for full-year capital expenditures to $50 billion from its prior $35 billion estimate. At ...

Oracle (ORCL) is set to report quarterly earnings after the bell on Wednesday. Wall Street is closely watching the cloud firm's results for any signs of cracks in the AI bubble. The fast-growing AI player is expected to report earnings per share of $1.64 for its fiscal second quarter, according to consensus estimates of analysts tracked by Bloomberg, up from $1.47 the previous year. Oracle is projected to report revenue of $16.21 billion for the period, up 15% from the year-ago quarter. And the tech firm ...