Tech Compression Dragged Oracle Stock to $175, but Its Unbelievable $638 Billion AI Backlog Makes It an Automatic Buy

Oracle (NYSE:ORCL) at $175 looks compelling on the data. The stock has been pulled into the broader software compression ...
Seeking Alpha

Oracle's $50B Bet: Cloud Aspirations Meet Hyperscaler Reality

Oracle Corp. (ORCL) is rapidly transforming into a capital-intensive hyperscaler, facing margin compression and negative free cash flow despite robust cloud demand. Q2 FY2026 saw cloud infrastructure ...
Computerworld

Can’t afford a Database Machine? Oracle pushes compression as less lavish scale-up method

Oracle Corp.’s powerful new HP Oracle Database Machine comes with 168TB of storage, a new method of retrieving data more quickly and intelligently, and — wait for it — a $2.33 million price tag. It’s ...
24/7 Wall St

Tech Compression Dragged Oracle Stock to $175, but Its Unbelievable $638 Billion AI Backlog Makes It an Automatic Buy

ORCL sits 49% below its 52-week high at $175 while a $638 billion AI backlog, up 363% year over year, locks in years of forward revenue. Bears flag negative $24 billion in free cash flow and a planned ...