seekingalpha.com · 1d ago
bearishOracle: Doomsday Fears Are Far Overblown (NYSE:ORCL)
Oracle is reaffirmed as a buy, driven by multiyear-high revenue growth and robust demand for its cloud infrastructure services.
+4.21% today
AI Software & Hyperscale · OCI is the AI capex re-rating story.
$ORCL Oracle
Oracle Cloud Infrastructure pivoted from also-ran to credible AI training cloud in 24 months on the back of multi-billion deals with the largest model labs. The valuation now bakes in continued share gain against the big-three hyperscalers.
Last close
$141.40
Market cap $690.0B
ORCL · price history
Key stats
Price$141.40
1d change+4.21%
1w change-1.95%
YTD-4.45%
Market cap$690.0B
Volume 24h99.0M
Sentiment · 24h
3
Bullish0%
Neutral67%
Bearish33%
3 articles classified across the last 24 hours.
Funds holding $ORCL
2
Whale Rock Capital0.5% (+0%)
Baillie Gifford0.4% (+0%)
Recent news on $ORCL
financefeeds.com · 1d ago
neutralOracle Stock $135, OpenAI $50B Revenue: Bull $200 Bear $110
Oracle fell 5.5% to $135.69 on 8 October after the FT put OpenAI run-rate revenue near $50 billion, not $70 billion. The $110 bear case, the $200 bull case, debt and backlog math.
seekingalpha.com · 2d ago
neutralOracle: Earnings Acceleration Is Now Kicking In (NYSE:ORCL)
Oracle has sharply underperformed in 2024, but recent results and a valuation reset present a compelling long opportunity. Learn more about ORCL stock here.
ORCL data via the Bluechip ingestion pipeline (currently mock-mode). Editorial copy from the Bluechip universe.@BluechipsAI·October 10, 2026