NYSE:ORCL

Oracle (ORCL)

146.99
+5.14 (3.62%)
as of Aug 4, 2026, 6:11:38 pm Market Open.
302 watching
0
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
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.
BUY
Had a good quarter. Business spending is picking up for them.
DON'T BUY
Has dropped and recovered a bit. Could drop again. Not a fan of techs at this time.
WEAK BUY
Ranks in the top quarter of their model. Has had a "suspect" rally. Not cheap. Treat as a trading stock.
BUY
Good price.
PAST TOP PICK
(Was a top pick on May 9. Up 7%.) Still likes. Treat as a long term play.
DON'T BUY
Ranks in the middle of the pack of their database. The price to sales ratio is not cheap.
DON'T BUY
Good company. Model price is $10. Balance sheet hasn't grown.
BUY
Buy a little at a time.
WEAK BUY
Overowned in the past. Could have a rally, so treat as a trading stock.
DON'T BUY
Too many sellers on any uptick. Overowned in good times, so investors are moving their money.
DON'T BUY
Needs to be successful on its applications side of the business. Database side is OK, but not growing.
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