Oracle Stock Down 36% YTD But Wall Street Sees 220% Upside Potential
Oracle stock has fallen approximately 36% year-to-date, hitting a new 52-week low of $120.03, despite strong business fundamentals and booming cloud demand. The selloff is driven by investor concerns over aggressive AI infrastructure spending, which has pressured free cash flow and led to a credit rating downgrade by S&P to BBB-. Oracle's capital expenditures reached $48 billion in fiscal 2026 and are expected to rise to $70 billion in fiscal 2027. However, the company's remaining performance obligations (RPO) stand at $638 billion, indicating strong customer commitments. Wall Street remains optimistic, with one analyst projecting a price target of $400, implying 220% upside. Oracle's cloud infrastructure revenue grew 93% year-over-year, and multicloud revenue surged 404%.
Editorial responsibility
- No named human review is recorded for this page.
- Reports are grouped by semantic similarity and deterministic rules. Language models may assist titles, summaries, translation and cross-source analysis; the page itself is projected from evidence records.
- Current automated evidence projection