Oracle Shares Are Crashing. Here’s Why I’ll Start Buying.
Oracle (ORCL) shares have crashed approximately 50% over the past year, dropping from a record high above $341 to around $125, amid concerns over balance-sheet stress, negative free cash flow, and massive capital expenditures for AI infrastructure. Despite this, the company reported strong cloud infrastructure growth of 93% year-over-year to $5.79 billion in Q4, a $638 billion cloud backlog, and raised FY27 non-GAAP EPS guidance to $8.05 on $90 billion revenue. 24/7 Wall St. rates Oracle a buy with a $195.52 price target (56.51% upside) and a bull case of $350.82. Risks include heavy exposure to OpenAI, regulatory pushback on data-center projects, and potential need for up to $500 billion by 2030. The article compares Oracle's 16x forward P/E favorably to Microsoft's 29x and Amazon's 35x trailing multiple.
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