NYSE:ORCL

Oracle (ORCL)

157.53
-7.63 (4.62%)
as of Jun 24, 2026, 8:00:00 pm Market Open.
301 watching
0
Investor Insights
star iconJun 24, 2026, 12:00 am

This summary was created by AI, based on 43 opinions in the last 12 months.

Oracle (ORCL) is currently facing mixed sentiments among experts following a series of challenges related to its massive investments in AI and data center expansions. While the company has delivered solid earnings, beating estimates with recent reports of $2.11 EPS and $19.18 billion in revenue, concerns regarding its high debt levels and reliance on OpenAI for growth persist. The stock has seen volatile price movements, heavily influenced by broader market sentiments towards tech and AI. Some experts highlight the potential for upside if Oracle's AI strategy pays off, but others caution that significant risks may lead to further downside. Overall, analysts are watching the company's upcoming earnings and capital expenditures closely, looking for clearer guidance on future growth and demand for its data centers.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
review icon
Similar
MSFT
SELL
Thinks it is an "exhuastive gap". It is a "sleepy stock". It's a "seller" not a "buyer". Could reduce, don't enter.
WEAK BUY
Very compelling, but not a fan of the very aggressive CEO. Have had a few excellent quarters and in a very strong position to benefit from that. You are probably okay with this.
BUY
This company and the whole software area are among the best parts of the NASDAQ market and may be due to consolidation.
DON'T BUY
This is not the time to be buying technology stocks. This is actually one of the better performing stocks in the NASDAQ 100 however, the NASDAQ 100 is the weakest performing index right now.
PAST TOP PICK
(A Top Pick Mar 29/06. Up 6%.) A mispriced asset. Came out with a positive report on Friday.
WAIT
Their strong business is database business which is not big growth. It grows when they have a new product. Have made acquisitions to strengthen their application side, but not sure this will work.
DON'T BUY
Has gone sideways for the last little while. Their core product, database management software, is a great product and continues to produce all kinds of cash. Have made a lot of acquisitions which has made the market nervous.
TOP PICK
His model price is $18.60. That's a 37% positive differential.
BUY
Probably good value. The issue is the elephant factor, that is, competition is Microsoft. Solid balance sheet. Good free cash flow.
SELL
There are better places to be. They have been on a mad buying spree, buying up all their competitors but they have not been generating organic sales growth.
DON'T BUY
A very good company, but they are definitely on the acquisition train. There is more to do. Bought People Soft recently and there will be others to follow. Prospects are pretty decent, but prefers Microsoft (MSFT-Q) where management is very focused on cost cutting and they have a new product rollout in the last half of this year.
DON'T BUY
Multiple is pretty reasonable. Making big acquisitions, probably because its organic growth is not what it once was. Prefers software that has organic growth such as business intelligence software such as Cognos (CSN-T).
BUY
Have done well on the acquisition trail. A little concerned on the sector in general. This one seems to be one of the consolidators in the sector right now.
BUY
Good company. There are a lot of good things that could be brought forward over the next little while. Very strong in the database side and are gaining market share against IBM (IBM-N) using the Linux platform. The growth in storage is at the low end. Positioned very well.
DON'T BUY
There's measured upside, something like $17/18. Doesn't care for high technololgy stocks or sector. Doesn't expect it to do terribly well.
Showing 256 to 270 of 374 entries