Oracle: Higher Capex Is The Bridge Between RPO And Future Revenue [Seeking Alpha]
Oracle Corporation (ORCL)
Last oracle corporation earnings: 3/12 04:02 pm
Check Earnings Report
US:NASDAQ Investor Relations:
investor.oracle.com/events-and-presentations/default.aspx
Company Research
Source: Seeking Alpha
Despite robust RPO growth of 437.8% YoY in FY2026, up from 359.4% YoY, investors remain skeptical due to capacity constraints. Capex is growing at triple-digit rates, pushing the capex-to-revenue ratio toward 80% in H2 and pressuring near-term FCF, but this investment is needed to support RPO growth. The net debt to adjusted EBITDA could remain below 4x, even if net debt triples over the next three years, and the selloff has largely priced in credit concerns. Trading at 26x non-GAAP forward P/E, about 40% below the 42x at my last rating. Mesut Dogan/iStock Editorial via Getty Images Fear of Credit and FCF Concerns Since Oracle Corporation ( ORCL ) announced Q1 FY2026 earnings three months ago, the stock is down 42% and is currently 17% below its pre-earnings level. The stock fell another 10% following Q2 FY2026 earnings last week. Some people blamed it This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of ORCL either t
Show less
Read more
Impact Snapshot
Event Time:
ORCL
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
ORCL alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
ORCL alerts
High impacting Oracle Corporation news events
Weekly update
A roundup of the hottest topics
ORCL
News
- Healthcare Organizations Enhance Efficiency with Oracle Fusion Cloud ApplicationsPR Newswire
- Oracle: Let It Fall, Let It Fall, Let It Fall [Seeking Alpha]Seeking Alpha
- Oracle (NYSE:ORCL) was given a new $400.00 price target on by analysts at Mizuho.MarketBeat
- Here Are Monday's Top Wall Street Analyst Research Calls: Bristol-Myers Squibb, GE Vernova, KLA Corp., Klaviyo, Las Vegas Sands, ServiceNow, and More [Yahoo! Finance]Yahoo! Finance
- Oracle (ORCL) Gets Price Target Cut From UBS After Mixed Earnings [Yahoo! Finance]Yahoo! Finance
ORCL
Earnings
- 12/10/25 - Beat
ORCL
Sec Filings
- 12/11/25 - Form 10-Q
- 12/10/25 - Form 8-K
- 12/9/25 - Form 4
- ORCL's page on the SEC website