NYSE:ORCL

Oracle (ORCL)

237.03
+6.70 (2.91%)
as of Jun 4, 2026, 7:01:37 pm Market Open.
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Investor Insights
star iconJun 4, 2026, 12:00 am

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

Oracle Corporation is currently navigating a transformative phase, focusing heavily on AI and data center development, with substantial investments in capital expenditures. While the company has reported strong quarterly results, concerns around their debt levels and cash flow persist, as these factors may impact future growth potential. Experts indicate a mix of optimism about Oracle's cloud and AI ventures alongside caution regarding its current valuation and reliance on partnerships, particularly with OpenAI. Despite some analysts noting increased demand for data center infrastructure, the overall sentiment remains cautious, emphasized by the stock's volatility and uncertainty around upcoming earnings reports.

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Consensus
Cautious
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Valuation
Overvalued
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Similar
G00G
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.
DON'T BUY
Along with NASDAQ, you have probably seen the best for this stock for the next year. All the good news is now behind it.
HOLD
There is new strength in the enterprise software market. They are looking for a 5% growth rate, which is not significant. Merging with Peoplesoft. If it moves $1 higher in a breakout, it could go significantly higher.
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