Do Wall Street Analysts Like Oracle Stock? Oracle's disappointing stock performance over the past year has done little to dampen Wall Street's optimism, with analysts remaining firmly bullish on its outlook. Barchart · Aug 5
Careful MSFT, AMZN, ORCL Bulls: Trouble at OpenAI, Anthropic Could Trigger 'Sustained' AI Selloff, 'Big Short' Legend Says Steve Eisman, the investor made famous by “The Big Short,” says the next leg down in the AI trade may start with two companies that aren’t publicly traded. Benzinga · Aug 3
Wall Street Is Valuing Oracle's $630B AI Backlog at 'Zero' — A Mistake, Analyst Says Oracle Corp. (NYSE:ORCL) has become one of Wall Street’s biggest artificial intelligence winners, landing massive cloud infrastructure contracts as enterprises race to secure AI computing capacity. But according to Gil Luria, managing director and head of Technology Research at DA Davidson, investors have repeatedly misjudged the company’s AI opportunity. Benzinga · Jul 29
Insiders Sell, Institutions Buy: The AI Trade Is Getting More Interesting Despite insider selling amid tech volatility, institutional investors keep accumulating NVIDIA, Oracle, and Credo Technology shares, with analysts projecting significant upside for all three AI-linked stocks. MarketBeat · Jul 29
Earnings Preview: What To Expect From Oracle’s Report Oracle is set to report Q1 earnings, with analysts expecting double-digit year-over-year EPS growth. Barchart · Jul 27
Bond Markets Are Rethinking Big Tech’s $1 Trillion+ a Year for AI Big Tech’s defining financial advantage, an abundant cash flow, is colliding with the physical demands of generative AI. Alphabet Inc. (NASDAQ:GOOG), Amazon.com, Inc. (NASDAQ:AMZN), Meta Platforms, Inc. (NASDAQ:META) and Oracle Corp. (NYSE:ORCL) continue to post strong revenue growth and operating cash flow – yet, their forward free cash flow is… Benzinga · Jul 27
The $7 Billion Reason Oracle Stock Is in Focus Today Oracle has secured a $7 billion contract from the U.S. Department of Defense. But does that warrant buying ORCL shares? Barchart · Jul 24
Alphabet Lost $294 Billion in One Brutal Day — Almost an Entire Palantir Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) just erased $294 billion in market value in a single session — roughly the size of an entire Palantir Technologies Inc. Benzinga · Jul 24
Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Gain as Oil Prices Decline—Intel, Edwards Lifesciences, SAP in Focus (UPDATED) (Editor’s note: The ETFs data was updated.) Benzinga · Jul 24
How 5 Giant Stocks Are Causing a Potentially Nuclear Debt Headache for the U.S. Stock Market Five of the biggest U.S. stocks are amassing off-balance sheet commitments that add up to an estimated $1.65 trillion. Barchart · Jul 22
Oracle’s Worst Stock Crash in 25 Years: Only Time Will Tell If It Can Recover from Its AI Spending Gamble Oracle stock has plunged 65% from its AI-fueled peak as investors question massive spending, debt, and data center risks. The decline now rivals its worst downturn since the dot-com bust. Barchart · Jul 22
Oracle Stock Is Deep in the Red, But Wall Street Sees 220% Upside Despite a sharp selloff, Oracle's record backlog and booming cloud business continue to strengthen its long-term outlook. Barchart · Jul 21
Oracle Has a Massive Revenue Backlog: Why is the Stock Plunging? Oracle (NYSE:ORCL) stock remains in a steep freefall, wiping out billions of dollars in market value and emerging as one of the worst-performing stocks in the Nasdaq 100 Index this year. Benzinga · Jul 18
Oracle Leads AWS, Microsoft, Google in Race to Build Japan's Secret Cloud Project to Counter Chinese Hacking Threats: Report Oracle Corporation (NYSE:ORCL) is reportedly leading the race to provide high-security cloud services to Japan. This move is crucial for secure intelligence sharing between Tokyo and its allies. Benzinga · Jul 15
Barchart · Jul 14 Oracle Stock Crashes to a 52-Week Low. Here’s Why It Might Be Time to Buy. Oracle's stock has crashed amid growing investor concerns about the company's aggressive AI infrastructure spending, rising debt, equity dilution, and heavy reliance on OpenAI.
Barchart · Jul 3 If You Lack Conviction in This Market, Here’s 1 Stock William Blair Thinks Deserves Your Attention William Blair just added ORCL stock to its conviction list, with Oracle expected to be a major AI beneficiary.
Barchart · Jul 2 UBS Just Raised Its Price Target on Bloom Energy Stock. Here's Why. Bloom Energy stock rallies as UBS raises price target to $350. Here’s why the investment firm is bullish on BE shares.
Benzinga · Jul 1 Oracle Stock's Worst Month Since 1990: What's Breaking Larry Ellison's Empire? Oracle Corp. (NYSE:ORCL) just gave back everything, and then some.
MarketBeat · Jun 29 5 Tech Stocks to Buy on the July Pullback Summer 2026 pullbacks have created potential entry points in AMPX, ORCL, SNOW, CRM, and ZS, with analyst consensus targets implying 55% to 80% upside across the group.
Barchart · Jun 26 Why Reports of a Delayed OpenAI IPO Are Dragging Down ORCL Stock Oracle shares sink on reports that OpenAI is considering delaying its highly anticipated IPO. Here’s why such a development would be bearish for ORCL stock.
Barchart · Jun 24 Is GoDaddy Stock Underperforming the Dow? While GoDaddy has lagged behind the Dow over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
Barchart · Jun 23 ORCL Stock Layoffs: What to Know as Oracle Cuts 21,000 Jobs Summary: Oracle has laid off about 13% of its global workforce over the past fiscal year. Are these job cuts bullish or bearish for ORCL shares’ long-term thesis? Let’s find out!
MarketBeat · Jun 23 Oracle’s Sell-Off Looks More Like a Mispricing Than a Warning Oracle is a critical AI infrastructure play with a growing backlog to be recognized over the next two to five years, providing ample upside potential.
Barchart · Jun 22 Oracle Has the Biggest Backlog in the AI Industry. Here’s Why the Stock Is Still Down 49%. Oracle just surpassed Microsoft in terms of the absolute size of its RPO, but real risks continue to haunt investors.
Barchart · Jun 22 Is Palantir Technologies Stock Underperforming the Nasdaq? Though Palantir Technologies has lagged behind the broader Nasdaq Composite over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects.