Yahoo Finance | Why Wall Street Is Still Bullish on Oracle Despite Its Steep Selloff

Wall Street remains bullish on Oracle despite its steep selloff, with analysts seeing significant upside driven by the company's strong fundamentals and growth prospects. Oracle's stock is trading near $146 while the consensus analyst price target stands at $246.46, representing a potential upside of over 68%. Although the stock is down 24.9% year to date and has fallen from a 52-week high of $345.72, Oracle recently reported what management called its strongest quarter in over 15 years, underscoring the disconnect between its current market valuation and operational performance.

The primary driver of Wall Street's optimism is Oracle's massive Remaining Performance Obligations (RPO) backlog, which reached $553 billion in Q3 FY2026 — up 325% year over year — fueled by large-scale AI infrastructure contracts. This backlog represents signed contracts not yet converted to revenue and signals strong future demand. Oracle's cloud infrastructure revenue grew 84% year over year to $4.89 billion, and total cloud revenue reached $8.91 billion, up 44%. Management has raised FY2027 revenue guidance to $90 billion and projects Oracle Cloud Infrastructure could scale to $144 billion over five years, much of which is already contracted in the RPO.

Analysts also highlight potential cost savings from workforce reductions, estimating layoffs could free up $8 billion to $10 billion in annual cash flow, which could be redirected toward debt service and AI infrastructure investment. While concerns remain about Oracle's rising debt — now at $124.7 billion — and negative free cash flow projected through 2030, the consensus among 33 of 44 analysts is a Buy rating. The bullish case hinges on the belief that Oracle's AI-driven cloud growth will validate its current investments, making the stock appear cheap at a forward P/E of 18x relative to its growth trajectory, provided macroeconomic and geopolitical headwinds subside.

Read more: https://finance.yahoo.com/markets/stocks/articles/why-wall-street-still-bullish-120550985.html

#wallstreet #analysts #remainingperformanceobligations #aiinfrastructure #oraclecloudinfrastructure

Oracle earnings projections raise red flags – possible house of cards!

Oracle’s recent announcement of its Remaining Performance Obligations (RPO) of $455B, is overwhelming reliant on one deal – a contract with OpenAI to purchase $300B in computing power over roughly five years. This has created a huge “Counterparty Risk” for Oracle, “… where there is a high reliance on revenue from a single counterparty", according to Moody Ratings.

Given that OpenAI’s projected revenue for fiscal 2025 is ~ $13B (2024 revenue was $4B), any delay in payments, restructures or shifts in strategy by OpenAI could massively impact Oracle’s revenues negatively. https://cio.economictimes.indiatimes.com/amp/news/artificial-intelligence/moodys-flags-risk-in-oracles-300-billion-of-recently-signed-ai-contracts/123987652 #Oracle #OpenAI #AI #Business #Risk #Cloud #OCI #OracleCloudInfrastructure #CloudComputing

What is OCI 2024 Digital Assistant Professional Certification?

The OCI 2024 Digital Assistant Professional Certification validates your skills in building and managing intelligent chatbots using Oracle Cloud Infrastructure. It focuses on configuring Oracle Digital Assistant (ODA), integrating backend services, and creating natural language interfaces.
https://certstudymaterial.com/course/oracle-cloud-platform-digital-assistant-professional-certification-questions
#OCIDigitalAssistant #DigitalAssistantProfessional #OracleCloudInfrastructure

高性能マウント・ターゲットでファイル・システムの性能を見てみる。
https://qiita.com/tkonishi/items/f53f1744ccc4329c65f7?utm_campaign=popular_items&utm_medium=feed&utm_source=popular_items

#qiita #nfs #oci #oraclecloud #fss #OracleCloudInfrastructure

What Is Oracle Narrative Reporting 2024?

Oracle Narrative Reporting 2024 is a cloud-based reporting solution designed to combine financial data with commentary. The Narrative Reporting 2024 Implementation Professional exam validates skills in report package creation, data modeling, and integration with Oracle Cloud EPM.
https://certstudymaterial.com/course/oracle-narrative-reporting-implementation-professional-certification-questions
#DigitalAssistantPro #OCIDigitalAssistant #NarrativeReporting2024 #OracleEPM #OracleCloudInfrastructure

[13:54] Transportbedrijf Vanderlande landt in de cloud

Ook Nederlandse organisaties hebben belangstelling om Oracle Cloud Infrastructure (OCI) in te zetten binnen de cloud-omgeving van AWS. Klanten vroegen...

https://www.computable.nl/2024/11/01/transportbedrijf-vanderlande-landt-in-de-cloud/

#OokNederlandseorganisatieshebben #OracleCloudInfrastructure #Klanten

AWS EC2からOCIコンピュートに移行してみる - その1（Oracle Cloud Migrations）
https://qiita.com/tkonishi/items/691a57fe372f97b36653?utm_campaign=popular_items&utm_medium=feed&utm_source=popular_items

#qiita #oracle #oci #oraclecloud #OracleCloudInfrastructure #OracleCloudMigrations

Oracle to set up cloud region in Malaysia through a USD6.5 billion investment #datacentre #datacentremalaysia #digitallife #featured #news #oci #ocimalaysia #oracle #oraclecloudinfrastructure #oraclecloudinfrastructuremalaysia #oraclecloudregion #oraclecloudregionmalaysia #oracledatacentre #oracledatacentremalaysia #oraclemalaysia #tech

https://soyacincau.com/2024/10/02/oracle-cloud-region-malaysia-multi-billion-investment/

OCIオブジェクト・ストレージのプライベート・エンドポイントを試してみる。
https://qiita.com/tkonishi/items/cf1c25d745449f1cba6d?utm_campaign=popular_items&utm_medium=feed&utm_source=popular_items

#qiita #oci #ObjectStorage #oraclecloud #OracleCloudInfrastructure