Seeking Alpha

Oracle Q2: Doubling CAPEX In FY 2025, Stock Remains A 'Sell'

I reiterate a “Sell” rating for Oracle Corporation stock, citing overvaluation with a fair value of $155 per share despite strong cloud growth. Oracle's cloud services, particularly Oracle Cloud ...
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Oracle's consensus estimates for cloud capex remain too low: KeyBanc

KeyBanc analysts believe the consensus estimates for Oracle's (NYSE:ORCL) cloud-related capital expenditures are too low, as the conversion rate for cloud capex to next-year revenue has significantly ...
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Will Oracle's $35B CapEx Plan Ensure Future Growth or Prove Risky?

Oracle ORCL is making one of its boldest strategic moves yet, forecasting $35 billion in capital expenditures (CapEx) for fiscal 2026, up from more than $21 billion in fiscal 2025. This aggressive ...
Seeking Alpha

Oracle: Maintaining Buy Rating On Strong OCI Momentum And Unique Position In Multi-Cloud

Oracle's cloud business is experiencing rapid growth, with OCI and AI-driven products fueling double-digit revenue increases and strong demand outpacing supply. Oracle's multi-cloud flexibility and AI ...
Insider Monkey

Dan Niles Says Oracle (ORCL)’s AI Capex to Decline

We recently published a list of Top 10 Stocks Everyone Is Talking About These Days. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other top stocks ...