The Motley Fool
Positive
9/21 5:14 PM
Not Nvidia. Not Micron.
Oracle has a massive revenue backlog that will ensure stronger growth for the company over the next three years. The company has found a smart way to reduce the pressure on its balance sheet while sustaining its aggressive data center build-out.
24/7 Wall Street
Negative
9/21 1:05 PM
Oracle's Co-CEOs Deliver Explosive Growth, but Stock Plunges 50% in Their First Year
Oracle's co-CEOs oversaw one of the fastest contract buildouts in enterprise software history, yet the stock cratered anyway. The question investors are wrestling with now cuts to the heart of the AI buildout era.
The Motley Fool
Positive
9/21 8:45 AM
The Fed Just Hiked Rates for the First Time Since 2023. 3 AI Stocks That Could Feel It Most
The FOMC just voted 12-0 to increase the federal funds rate. This is the first time the Fed has raised rates in over three years.
Invezz
Negative
9/20 4:23 PM
Oracle stock at risk as a major $18 billion headwind emerges
Oracle stock has sold off this year, and has become one of the top laggards in the S&P 500 Index. It has slumped by over 40% from its highest point this year.
CNBC
Positive
9/20 12:01 PM
Top Wall Street analysts find these 3 stocks attractive as long-term investments
Look beyond short-term noise and focus on stocks with strong growth potential in future years.
The Motley Fool
Neutral
9/20 12:00 AM
Oracle Has Committed Hundreds of Billions to AI Data Centers. These 2 Industrial Stocks Will Power Them.
Vertiv's sales jumped 24% as it expanded its manufacturing and liquid-cooling capacity to serve AI data centers. Caterpillar is supplying gas generators and turbines to power data centers at a faster pace than new grid connections can keep up with.
The Motley Fool
Negative
9/19 9:49 PM
Could Oracle's Debt Load Derail Its AI Cloud Ambitions?
Oracle's debt load is nearly twice the company's book value. The company appears to service its debt with ease and maintains significant liquidity.
Seeking Alpha
Neutral
9/19 6:21 PM
Oracle: Backlog Burden Implies More Capex Pains - Contrarian AI Buy Thesis
The $664B backlog (+45.9% YoY) requires ORCL to embark on outsized capex trends, with it pressuring their near-term cash flow, balance sheet, and net income metrics. Otherwise, as more of their new capacity comes online, the hyperscaler has reported outsized cloud infrastructure/applications revenue growth and richer profit margins. The recent meltdown has contributed to ORCL's discounted P/E of 18.5x and 3Y PEG of 0.67x, while triggering a rich upside potential to my LTPT of $291.70.
Finbold
Neutral
9/19 1:36 PM
Oracle to pay dividends next month; Here's how much 100 ORCL shares will earn
Oracle (NYSE: ORCL) is set to pay its next quarterly dividend on October 23, 2026, giving shareholders another cash payout.
Benzinga
Neutral
9/19 12:30 PM
Intel, Apple, Nvidia and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Retail investors talked up five hot stocks during the week (Sept. 14 to Sept.18) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flow.
52W Range
$114.5 - $329.5
Oracle Corporation, a global technology giant, provides a comprehensive suite of enterprise information technology solutions worldwide. A core part of its portfolio comprises cloud-based software-as-a-service (SaaS) applications, including the Oracle Fusion Cloud suite covering enterprise resource planning (ERP), enterprise performance management (EPM), supply chain and manufacturing management (SCM), and human capital management (HCM). This also extends to specialized offerings like Oracle Advertising, the NetSuite application suite, and Oracle Fusion solutions for Sales, Service, and Marketing. Beyond these, Oracle develops cloud solutions tailored for various specific industries, alongside traditional application licenses and comprehensive license support services. Furthermore, the company's robust cloud and licensing business is underpinned by its infrastructure technologies. These include the flagship Oracle Database, the widely adopted Java programming language, and various middleware components such as development tools. Its advanced cloud infrastructure provides compute, storage, and networking capabilities, complemented by innovative services like the Oracle Autonomous Database, MySQL HeatWave, Internet-of-Things (IoT) platforms, digital assistants, and blockchain technology. Oracle also offers a range of hardware products and associated software. This encompasses Oracle engineered systems, enterprise servers, storage solutions, and specialized hardware for particular industries. Additionally, it provides virtualization software, operating systems, management software, and related hardware support. Complementing its product lines, Oracle delivers expert consulting and dedicated customer services. The company employs a direct sales model, reaching businesses across diverse sectors, government bodies, and educational institutions globally, while also leveraging an extensive network of indirect channels. Established in 1977, Oracle Corporation maintains its corporate headquarters in Austin, Texas.
