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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G00G
TOP PICK
Has been buying as a value play. Overhang on the issue of Peoplesoft and where growth is going to come from. Hopefully their enterprise software/licensing business will pick up a bit. A lot of cash.
DON'T BUY
Stock prices will depend upon IT departments start spending on software again. The PeopleSoft bid drags on.
DON'T BUY
Very good earnings on the database side. Would like to have seen more growth on the application side which is still -6% year-over-year. Fully priced.
BUY
The leader in database technology. Introducing new products that are getting the eye of the customer because they are able to scale in a big way.
BUY
This would be a good entry-level. 10 X book. Speculative.
DON'T BUY
Has had its trials. Hasn't participated in the recent run-up. Would prefer other names in the software sector.
DON'T BUY
Not seeing earnings growth. Not cheap.
DON'T BUY
Is scarey because it depends on one person, and he can be a lose canon. If something happened to him the company would be half its current price.
BUY
Owned for a long time. Merger unlikely to happen. Business is getting better. They produce a lot of cash flow.
DON'T BUY
Have had problems, with IBM and Microsoft coming at them, as well as problems trying to acquire Peoplesoft. Last quarter was a big positive surprise because of the stronger US$. Things are getting better, but not his favorite tech name.
DON'T BUY
Ranks well in their database. Year-over-year earnings are up about 20%. Earnings are forecasted to grow modestly from this point on.
DON'T BUY
Has lagged the overall tech market. Has not seen growth and has some margin issues. Prefers others.
TOP PICK
A global play on the basis that databases need to be upgraded. The acquisition of PeopleSoft would also be good.
TRADE
Chart shows that it could be a head and shoulders top.
BUY
Will be weighed down by its proposed acquisition of People Soft. Decision not likely until mid-December. Generates tremendous cash flow and has a strong balance sheet. Not cheap but attractive on a free cash flow basis.
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