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Behind Oracle’s AI boom lies a balance-sheet time bomb: Here are 3 red flags

RPO growth looks inflated as near-term recognizable revenue lags sharply, fueling fears of circular or non-monetizable AI ...

Stifel Cuts Oracle (ORCL) Price Target After Earnings, Maintains Buy Rating

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Analysts Are Watching Closely. On December 11, Stifel analyst Brad ...

Oracle stock is down after earnings miss and elevated cloud expectations

The software giant reported $4.21 billion in profit, or $1.47 per share, for the three months that ended in late November.
Morningstar

Oracle: Cloud Infrastructure Margin Should Improve as Scale Expands

On Oct. 7, tech media outlet The Information reported that Oracle‘s ORCL graphics processing unit rental business generated a 14% gross margin in the quarter ended Aug. 31. Oracle shares were down ...
Computer Weekly

Oracle expects to increase OCI margins by 30-40%

Market analysts are concerned about the AI bubble bursting, but Oracle’s latest earnings call shows it is still expanding ...
Seeking Alpha

Oracle targets over $67B revenue and 70% cloud infrastructure growth in FY26 while expanding global data center footprint

Catz raised Oracle's fiscal year 2026 revenue guidance to at least $67 billion, representing 16% growth in constant currency. She added, "I expect that total cloud revenue will grow over 40% in ...