NYSE:ORCL

Oracle (ORCL)

146.99
+5.14 (3.62%)
as of Aug 4, 2026, 6:11:38 pm Market Open.
302 watching
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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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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.
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.
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