NYSE:ORCL

Oracle (ORCL)

145.48
+3.63 (2.56%)
as of Aug 4, 2026, 8:02:53 pm Market Open.
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Investor Insights
star iconAug 3, 2026, 12:00 am

This summary was created by AI, based on 46 opinions in the last 12 months.

Oracle Corporation is currently experiencing a tumultuous period marked by significant volatility and market skepticism towards its heavy investments in AI and data centers. Although the company recently reported better-than-expected earnings, concerns about its rising debt levels and cash flow issues continue to loom over investor sentiment. Many analysts see potential in Oracle's long-term earnings growth, particularly through its AI initiatives, projecting substantial EPS increases by 2030. However, a strong reliance on AI and concerns about competition, particularly from better-capitalized peers, has led to caution among experts, with a significant number recommending to hold or wait before making further investments. Despite some optimistic projections, the overall view remains cautious, with calls for prudent positioning amidst ongoing uncertainties in the tech sector.

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Consensus
Cautious
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Valuation
Overvalued
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Similar
Microsoft, MSFT
WEAK BUY
Has looked fairly cheap on a fee cash flow yield. Fairly aggressive on the acquisition trail and appears that it is starting to work out. Prefers Cisco (CSCO-Q).
HOLD
A tough business to be in these days. Lots of competition. NASDAQ should hold up reasonably well.
BUY
Under performed SAP (SAP-N) for many years when they made several acquisitions. Market worried about integration. It appears they have been able to do that and they have a full suite of products that will work for them.
HOLD
There is probably some room to go for the stock. Has been very acquisitive. Could be another big acquisition for them. Will be one of the pillars of technology for business software going forward.
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.
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