NYSE:ORCL
Oracle (ORCL)
Financials 
Technical Analysis 
Jun 4, 2026, 12:00 amThis 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.
Recently, they're turning around. Their legacy products have been upgraded which has helped spiked margins and revenue growth as seen in the last quarter. Also, they're in a sector that is now loved. But Oracle faces a lot of competition and their PE in the low-20's. Look elsewhere.
There's a lot of demand for their cloud infrastructure services. Good to see that the stock did not budge at the end of the Musk AI talks; Musk is probably posturing as he negotiates. Trades at 23x forward which his historically high, but in line with its AI peers.
Jim Lebenthal
The data centres they're building are used for AI, making this a good way to play AI. Wait for a pullback given its recent rise.
Jim LebenthalThe momentum is white hot and the valuation is lot cheaper than Adobe's.
Joe Terranova
It reports Tuesday. He added shares recently. It benefits from AI, cloud computing and data centres. All of them. Trades at a sedate 20x forward PE. Expects upgrades.
Jim LebenthalIt was down 5% yesterday after Salesforce's negative report. CRM's weak guidance won't impact Oracle's business. After Nvidia's infrastructure buildout, Oracle is next in line in this buildout, given their data centre buildout and the AI services they offer. Oracle will build these for Elon Musk's xAI among many other announcements. He added shares last week and today is a great time to step in.
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A well-valued tech stock, 3% from an all-time high.