Yahoo Finance

Oracle’s (ORCL) FQ2 Cloud Revenue Misses Expectations Despite Strong AI Bookings and Backlog

Oracle Corporation (NYSE:ORCL) is one of the best Reddit stocks to invest in right now. On December 11, KeyBanc lowered the firm’s price target on Oracle to $300 from $350 with an Overweight rating on ...

Oracle says Michigan data center project talks on track without Blue Owl

The more than 1-gigawatt project in Saline Township, Michigan, is part of the Stargate AI infrastructure push by Oracle and ...
Mint

Oracle Posts Weak Cloud Sales, Raising Fear of Delayed Payoff

(Bloomberg) -- Oracle Corp. posted disappointing cloud revenue, suggesting it will take longer than expected for the company’s recent huge AI bookings to pay off. Fiscal second-quarter cloud sales ...
24/7 Wall St

Oracle Turned $1,000 Into $5,726 Over a Decade but Recent Buyers Lost 37%

Oracle (ORCL) cloud services now represent 77% of total revenue and grew 55% year-over-year. GPU consumption revenue surged 336%. Oracle’s remaining performance obligation hit $97.3B in Q2 FY2025.
Yahoo Finance

Why The Narrative Around Oracle Is Shifting After Cloud and AI Developments

Oracle's latest analyst consensus price target has edged down, moving from $344.04 to $342.28. This cautious revision comes amid evolving views on the company’s prospects, shaped by both bullish and ...
Datacenter Dynamics

Oracle launches second cloud region in Italy

Oracle has launched a second cloud region in Italy. Located in Turin in northern Italy, the region will give organizations access to all of Oracle Cloud Infrastructure's cloud and AI services.
The Motley Fool

Could Oracle Be the Dark Horse in the Enterprise AI Cloud Race?

Oracle's data centers are specifically geared for high-performance computing. The company is spending heavily to stay competitive in the AI infrastructure race, but so are most of its peers. Its ...
Seeking Alpha

Oracle: Cloud Momentum And Heavy AI Investment Turn A 30% Slide Into Opportunity

Oracle Corporation is rated a Buy with a $280 price target, suggesting 17% upside driven by AI and cloud momentum. ORCL's cloud revenue surged 28% YoY, fueled by a $300B OpenAI deal and $455B in ...
Reuters

Oracle expects cloud sales of $166 billion by 2030 as business expands

Oracle sees total revenue growing to $225 billion in fiscal 2030 Adjusted profit seen at $21 per share in 2030 vs $18.92 LSEG estimate Expects adjusted gross margins of 30-40% in AI cloud computing ...
The Next Platform

Ellison: Oracle Is Leveraging All Of Its Advantages To Build A Different Cloud

For years, Oracle has found itself solidly in the second tier of cloud providers, well behind the top three of Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform, which combined ...
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 as ...