NYSE:ORCL

Oracle (ORCL)

156.32
-8.84 (5.35%)
as of Jun 24, 2026, 7:10:12 pm Market Open.
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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.

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Consensus
Cautious
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Valuation
Overvalued
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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 $1 higher in a breakout, it could go significantly higher.
TOP PICK
Has been buying as a value play. Overhang on the issue of Peoplesoft and where growth is going to come from. Hopefully their enterprise software/licensing business will pick up a bit. A lot of cash.
DON'T BUY
Stock prices will depend upon IT departments start spending on software again. The PeopleSoft bid drags on.
DON'T BUY
Very good earnings on the database side. Would like to have seen more growth on the application side which is still -6% year-over-year. Fully priced.
BUY
The leader in database technology. Introducing new products that are getting the eye of the customer because they are able to scale in a big way.
BUY
This would be a good entry-level. 10 X book. Speculative.
DON'T BUY
Has had its trials. Hasn't participated in the recent run-up. Would prefer other names in the software sector.
DON'T BUY
Not seeing earnings growth. Not cheap.
DON'T BUY
Is scarey because it depends on one person, and he can be a lose canon. If something happened to him the company would be half its current price.
BUY
Owned for a long time. Merger unlikely to happen. Business is getting better. They produce a lot of cash flow.
DON'T BUY
Have had problems, with IBM and Microsoft coming at them, as well as problems trying to acquire Peoplesoft. Last quarter was a big positive surprise because of the stronger US$. 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.
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