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I'm Calling A Bottom For Oracle
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I'm Calling A Bottom For Oracle

Seeking Alpha·Amrita Roy·28 days ago
#dK3rGXB7
#source#chevron#alpha#investment#seeking#orcl
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Home Stock Ideas Long Ideas Tech  Summary Oracle Corporation has likely bottomed, with Q3 FY26 earnings beating expectations and forward growth estimates being revised higher. Plus, hyperscaler earnings last week validated the AI capex story. ORCL addressed key investor concerns about the funding feasibility of the AI buildout by successfully raising $30B and securing $29B in customer-prepaid contracts, de-risking free cash flows. Record RPO of $553B, accelerating cloud infrastructure growth, and diversified hyperscaler partnerships bolster ORCL's revenue visibility and market positioning. I reiterate a 'buy' rating, citing attractive risk-reward at current levels, with a potential 36% upside to Wall Street’s average price target, while downside risks are minimal. Looking for a portfolio of ideas like this one? Members of The REIT Forum get exclusive access to our subscriber-only portfolios.…

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