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NYSE:ORCL

Oracle (ORCL)

142.57
-3.90 (2.66%)
as of Aug 24, 2026, 8:26:27 pm Market Open.
305 watching
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Investor Insights
star iconAug 24, 2026, 12:00 am

This summary was created by AI, based on 44 opinions in the last 12 months.

Oracle Corporation is currently navigating through a challenging period characterized by significant investments in data center infrastructure amid rising debt levels. Analysts express mixed sentiments, with some highlighting the potential for Oracle to emerge as an AI powerhouse, supported by its partnership with OpenAI and a promising EPS growth projection by 2030. However, concerns regarding cost control, capital expenditure, and the impact of AI investments persist. The company has seen volatile stock performance, with recent sharp declines following mixed earnings reports and a general downturn in the software sector. Overall, while Oracle has potential growth avenues, uncertainties about its financial health and execution of its strategic vision make the outlook complex and variable.

consensus icon
Consensus
Mixed
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Valuation
Fair Value
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Similar
IBM, IBM
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.
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.

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