NYSE:ORCL

Oracle (ORCL)

157.53
-7.63 (4.62%)
as of Jun 24, 2026, 8:00:00 pm Market Open.
301 watching
0
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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Overvalued
review icon
Similar
MSFT
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.
WAIT
Investing in cloud-based services. Revenues were up, but they need to invest more. The earnings forecast going forward is lower than expected, and so the stock is down today. It's had a run this past year, so wait for a lower entry point.
BUY
It reports Tuesday. It's surged 28% YTD due to acceleration in its core business. As the world returnts to normal, companies continue to spend on tech. There's huge pent-up demand from last year. Orcacle's cloud business is doing well. This tech fossil has great cloud solutions of its own. This boring, old-school enterprise software company makes a ton of money. He predicts a fine quarter.
BUY

It made a new high today over $73, but has tumbled after hours on a mixed report. It's back to where it was in late-2020. It's not sexy without huge, though steady growth, but it trades at a reasonable valuation as operating margins hang in there. BTW, for the first time in a long time, it's starting to catch up to Salesforce. Around $65 was the December high and this level of resistance on the way up is support on the way down. You can buy it again. This growth to value shift has knocked a lot of high-multiple stocks on their butt. Oracle is up 12% in the last four days. You're okay to stay here. Amazon vs. Oracle: since Feb. 20, Amazon's chart is straight down while Oracle's is straight up, because Amazon is a growth play and Oracle is seen as value. Old tech is back in vogue.

BUY
They report Wednesday. Investors don't like the mega tech names, but prefer the smaller ones like this now. Oracle popped 6% today on an analyst upgrade.
BUY ON WEAKNESS
Has always been a bit of a sleeper, but doing all the right things. Legacy hardware side is a ball and chain. He has a price target of $69, so it's getting close. In a correction, look to pick it up around $56, add to it at 50, and if you're lucky around 45.
TOP PICK
His price target is $69. Suggests buying here around $56, in low $50s, and again around $45. Cloud, hardware, software, and services doing well. Given blessing to buy NA version of TikTok. Good one to own when markets are elevated. Yield is 1.69%. (Analysts’ price target is $62.81)
COMMENT

Oracle may get TikTok and the stock is fine, but Salesforce offers faster growth.

TOP PICK
His model price is $86 or a 46% upside. They are now involved with Tiktok. We have to wait to hear from ORCL-N on how this is going to work. (Analysts’ price target is $62.31)
TOP PICK
He likes the technical chart that is about to break to an all time high. The pandemic has had no negative impact on the stock. He has a model price of $83.80 -- about 46% upside. They are doing huge share buybacks. They are in the Top 100 of the S&P. Yield 1.69% (Analysts’ price target is $54.90)
PAST TOP PICK
(A Top Pick Jun 12/19, Up 3%) It is a sleeper. Next Tuesday they will report earnings. His price target is around $60. He expects lower revenues, but an increase in earnings. They have a massive cloud enterprise resource planning service. He still owns it.
TOP PICK
His model price is $83.64. Yield 1.81% (Analysts’ price target is $50.78)
PAST TOP PICK
(A Top Pick Apr 22/19, Down 7%) He loves it. Old Tech. There is a new CEO coming in. It is a great company. They beat earnings estimates because everyone went out and bought laptops for work-at-home.
PAST TOP PICK
(A Top Pick Apr 22/19, Down 4%) They probably made every wrong move in terms of tech that you had in the past 15 years, missing the cloud space. His model price is $72 or a 39% upside. It does not have the same beta as the rest of them. It has a lot of potential on the upside.
Showing 121 to 135 of 374 entries