NEW YORK, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against Oracle Corporation (NYSE:ORCL) and certain of the Company’s senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws. If you invested in Oracle, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/oracle-class-action-lawsuit. I ...

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation and certain senior executives for securities fraud, following significant stock drops attributed to potential violations of federal securities laws [1][3]. Company Overview - Oracle Corporation specializes in database software, enterprise applications, and cloud infrastructure and hardware, with a recent strategic shift towards cloud computing and AI infrastructure [4]. Allegations of Misleading Information - Oracle allegedly misled investors regarding its data center development contracts for AI infrastructure, claiming that increased capital expenditures (CapEx) would lead to rapid revenue and profit growth. In reality, the rising CapEx did not yield meaningful near-term revenue, posing risks to the company's debt, credit rating, free cash flow, and project funding capabilities [5]. Stock Performance and Impact - The stock price of Oracle dropped significantly after disclosures in September and December 2025, with a notable decline of $24.16 per share (nearly 11%) on December 11, 2025, following disappointing revenue growth and high CapEx reported on December 10, 2025. The company reported negative free cash flow exceeding $10 billion and failed to raise its revenue projections for 2026 despite increased spending [6].

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation and certain senior executives for securities fraud, following significant stock drops attributed to potential violations of federal securities laws [1][2]. Group 1: Lawsuit Details - Investors have until April 6, 2026, to request to lead the case, which is pending in the U.S. District Court for the District of Delaware [2]. - The lawsuit asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of Oracle common stock investors [2]. Group 2: Company Background - Oracle is known for selling database software, enterprise applications, and cloud infrastructure, with a recent shift towards cloud computing infrastructure to support advanced AI models [3]. Group 3: Allegations Against Oracle - Oracle allegedly misled investors regarding its data center development contracts for AI infrastructure, claiming that increased capital expenditures (CapEx) would lead to rapid revenue and profit growth, while in reality, the CapEx was not translating into meaningful near-term revenue [4]. - The company's AI strategy reportedly resulted in a significant increase in CapEx without corresponding revenue, raising concerns about its debt, credit rating, free cash flow, and project funding capabilities [4]. Group 4: Stock Performance - Oracle's stock price dropped significantly after disclosures in September and December 2025, with a notable decline of $24.16 per share (nearly 11%) on December 11, 2025, following disappointing revenue growth and high CapEx reported on December 10, 2025 [5].

Core Viewpoint - A class action has been filed against Oracle Corporation for allegedly misleading investors regarding its AI infrastructure funding needs and the associated debt requirements [1][2]. Group 1: Allegations and Financial Details - Oracle announced a $300 billion, five-year cloud computing contract with OpenAI on September 10, 2025, to supply computing power [2]. - Following this announcement, Oracle issued $18 billion in Senior Notes on September 25, 2025, to fund its AI infrastructure expansion [2]. - The complaint claims that Oracle did not disclose the need for additional significant debt to support the Oracle-OpenAI agreement [2]. - Reports emerged on November 13, 2025, indicating that Oracle was seeking to raise an additional $38 billion in debt, which would include $23 billion and $15 billion term loans from various banks [3]. - The proceeds from this additional debt would fund two data centers in Wisconsin and Texas, necessary for the Oracle-OpenAI agreement [3]. Group 2: Market Reaction - Following the news of the additional debt requirement, Oracle's Senior Notes began trading with yields and spreads similar to lower-rated issuers, indicating increased perceived credit risk among investors [3].

Core Viewpoint - Rosen Law Firm has initiated a class action lawsuit against Oracle Corporation, alleging that the company misled investors regarding its business operations and financial needs related to AI infrastructure [1][2]. Group 1: Allegations - The lawsuit claims that the Offering Documents contained false or misleading statements and failed to disclose that Oracle would need significant additional debt to develop its AI infrastructure [3]. - It is alleged that Oracle was already organizing to raise this additional debt, which could jeopardize the creditworthiness of the bonds issued [3]. Group 2: Legal Representation - Investors may be eligible to participate in the class action against Oracle Corporation, with representation provided on a contingency fee basis, meaning shareholders incur no fees or expenses [4]. Group 3: About Rosen Law Firm - Rosen Law Firm is recognized for its commitment to shareholder rights litigation, having recovered over $1 billion for shareholders since its inception [5].

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation on behalf of investors who purchased its Senior Notes issued under a Shelf Registration Statement with the SEC [1] Company Overview - Oracle Corporation is based in Austin, Texas, and specializes in database software, enterprise applications, and cloud infrastructure and hardware [1]

Company Overview - Oracle Corporation is one of the largest technology companies globally, specializing in database software, enterprise applications, and rapidly growing cloud infrastructure services [2] - Established in 1977, Oracle has evolved as a pioneering company in the database sector [2] Investment Strategy - The focus is on value investing strategies inspired by Warren Buffett, aiming to identify good companies at bargain prices [2] - The goal is to purchase companies with strong fundamentals at significant discounts from their intrinsic value [2]