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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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.
WAIT
Microsoft and IBM are attacking them on the database side. Also been attacked on the application side by others. Trying to make acquisitions to fend them off. If they can buy Peoplesoft they should be OK.
DON'T BUY
Ranks just below the midpoint on their database. Earnings estimates have dropped by 2%. Sales growth is pretty draggy.
BUY ON WEAKNESS
There will be difficulties with acquisitions. Not sure how they're going to proceed once they get the acquisition completed. Will probably see some correction over the next month. Just look some profits.
DON'T BUY
Not sure if these guys are the big winners in the sector.Prefers others.
PAST TOP PICK
(Was a top pick on May 23/03. No change.) Still likes. Should continue showing improvement.
DON'T BUY
Fully valued.
BUY
Likes the space their in. Sees upside to the end of the year.
TOP PICK
A little expensive. They have their year end report at the end of May and the year seems to be shaping up rather well. Have landed some decent deals.
PAST TOP PICK
(Was a top pick on Feb 13. Up 2.6%.) Still likes. A market leader and was bought as a hedge in the event of an uptick in the market.
TOP PICK
Maintaining their operating numbers so good margins. Good revenue.
DON'T BUY
There is some big competition on the application side.
WEAK BUY
Cheap.
BUY ON WEAKNESS
Good balance sheet. Wait for corporate spending to pick up. Buy at $6/7.
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