NYSE:ORCL

Oracle (ORCL)

127.94
-3.60 (2.74%)
as of Jul 14, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 14, 2026, 12:00 am

This summary was created by AI, based on 45 opinions in the last 12 months.

Oracle Corporation is currently experiencing a challenging period, marked by a significant drop in stock performance and rising concerns over its high levels of debt. Recent reviews highlight the company's aggressive investments in AI and data centers, which could either lead to substantial long-term gains or exacerbate its financial struggles if not managed well. While some analysts express optimism about Oracle’s future profitability, particularly with potential earnings doubling by 2030, others caution that the high capital expenditure and debt load may hinder growth. Amidst this mixed sentiment, the company's upcoming earnings report is viewed with interest, as analysts seek clarity on its operational plans and financial health, given the uncertainty surrounding its cash flow and debt servicing capabilities.

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Consensus
Mixed
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Valuation
Overvalued
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Similar
IBM
BUY
Chronically undervalued. They just scored a defence contract. Two recent acquisitions could ignite the stock. Trades at 16x earnings.
TOP PICK
He bought more today. Cloud provider for TikTok, a massively growing company. Lots of horses in the race, from hardware to software to services to the cloud. Lots of traction, especially on the cloud. Yield is 2.03%. (Analysts’ price target is $85.00)
BUY
Look at the multiple of the megacap tech companies. She's added to Oracle, Cisco and IBM for their lower multiples vs. tech peers. Three years ago, she would have been concentrated in Apple, Microsoft and Alphabet.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 24/22, Up 1.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ORCL has triggered its stop at $70. To remain disciplined, we recommend covering the position at this time.
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1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 24/22, Up 12.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK is progressing well. We now recommend trailing up the stop (from $55) to $70.
BUY
She recently added Oracle. They continue to grow their cloud business, focusing on small/medium-sized businesses which may feel pressure in their spending in coming quarters. Absorbing Cerner may hurt margins given integration costs.
BUY
They can grow their dividends and she is looking for sustainable cash flows (that it can grow), and solid dividends.
PAST TOP PICK
(A Top Pick May 08/20, Up 36%) He'd continue to own a small piece, but don't load up the truck. Bought back too much stock, so they blew out their equity on the balance sheet. Fundamentals are not as great now. If Fed turns around, this will do well.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly The company's largest acquisition in its history at $28 billion, sets it up to make a major move in the healthcare sector. The company it acquired produces medical hardware and software for pharmacies and labs and has been consistently profitable. Analysts believe this will allow ORCL to move from trading with its peers at 26x earnings, to next year be 13x and management noted revenue growth was the highest it has been since entering into the cloud space. We recommend a stop loss at $55, looking to achieve $93.50 -- upside over 35%. Yield 1.83%. (Analysts’ price target is $93.19)
PARTIAL BUY
Lots of horses in the stable. 12-month price target of $105.25. It has come down, but not as much as the market. Buy in thirds here at $69, 66, and 62-63.
BUY
Allan Tong’s Discover Picks I see the recent dip as a buying opportunity. Nothing broken here. Oracle trades at 25.5x earnings, which lower than Apple's or Microsoft's and half of Adobe's 52x. True, its ROI of 11.69% lags Adobe's 24.68% and Intuit's 20.62%. However, Oracle is a relatively safe tech stock, because it benefits from recurring revenues and remains profitable. True, they got into the cloud computing game late, but this division is now showing legs. You can buy Oracle and sleep well. It pays a 1.46% dividend, safe at a 32.78% payout ratio. Read 3 Technology Stocks with Potential for our full analysis.
BUY ON WEAKNESS
Tech names with real earnings will and are beating those based only on sales or speculation. You want boring, old tech companies and could thrive this year. After years of middling performance, it broke out in 2021. Still cheap at 18x PE. Reported last month a monster earnings beat and great guidance. Cloud business is on fire, but overlooked. Their old-school database business is doing well. Rallied 15% in response, but then they bought an electronics health record company which erased that gain. Wall Street is wrong; it's a good deal for Oracle. Buy this pullback.
BUY
Oracle is profitable, has defensive growth and is less cyclical, because many of its sales/revenues are recurring. Their recent acquisition was good. Also, the stock has been beaten up, so it's now a good entry point. The dinosaur tech names are worthy.
TOP PICK
Price has retreated in last little while, almost 20%. Fantastic opportunity to buy. Bought Cerner for 28B, a leader in healthcare IT providers and a rich cash cow. Market cap of 280B. Market's wondering about execution of the acquisition. A good match as long as they can execute. Yield is 1.44%. (Analysts’ price target is $100.86)
BUY
It reported last night growth, rising market share and accelerating revenue growth. Their best quarter in years. They're buying back stock and paying a good dividend. Their only real problem is handling all the business they're winning.
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