NYSE:ORCL

Oracle (ORCL)

237.44
+7.11 (3.09%)
as of Jun 4, 2026, 6:52:57 pm Market Open.
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star iconJun 4, 2026, 12:00 am

This 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.

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Consensus
Cautious
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Valuation
Overvalued
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G00G
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.
PAST TOP PICK
(A Top Pick Nov 24/20, Up 65%) Everything is humming right now. Price target of $108.40. Buy it in thirds around $93, 88, and 83 if you're lucky.
WEAK BUY
It's very well run, but there's nothing exciting here. Oracle is doing quite well in the cloud, but no one is talking about it. He prefers Dell.
COMMENT
Is up nearly 40% this year, and is rising much faster than its growth rate. That may not matter--it has the halo effect from being in the dog house for years. It's also cheap compared to its peers.
BUY ON WEAKNESS
This year, this is been almost parabolic. If you own, stay with it. To enter, buy on a pullback.
HOLD
Sold off a few weeks ago after its report, but today made new highs. They made the turn to higher margin businesses, so Oracle deserves a higher PE. Stay with it.
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