Oracle: Meta Compute Reaffirms Bullish Thesis [Seeking Alpha]
Oracle Corporation (ORCL)
Last oracle corporation earnings: 3/12 04:02 pm
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US:NASDAQ Investor Relations:
investor.oracle.com/events-and-presentations/default.aspx
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Source: Seeking Alpha
Oracle's $523B+ backlog, heavily reliant on OpenAI (60%), presents execution and timing risks, but Meta's Meta Compute is proof that the AI-arms race is not slowing down. This should help bolster investor confidence in ORCL's backlog that is being heavily discounted at the moment, along with potential cloud computing deals with Meta that may occur in 2026. 2026 is set to be a 'show me' year for ORCL; successful RPO conversion and contract wins are key to rerating potential, with current pessimism likely overdone. Looking for more investing ideas like this one? Get them exclusively at The REIT Forum. Learn More » Dragon Claws/iStock via Getty Images Introduction & Investment Thesis When I last wrote about Oracle Corporation ( ORCL ) before its Q2 FY26 earnings , I rated the stock a Buy. Unfortunately, the stock dropped after its earnings, when the More on my IG service I am Amrita and I write primarily about growth software stocks. I recently joined The REIT Forum an
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News
- Investor Notice: Robbins LLP Informs Investors of the Securities Class Action Against Oracle CorporationBusiness Wire
- Goldman Sachs Initiates Coverage on Oracle (ORCL) With Buy Rating and $240 Target, [Yahoo! Finance]Yahoo! Finance
- Oracle Corporation Investigated by the Portnoy Law FirmGlobeNewswire
- Oracle (ORCL) Fell Due to Investors' Concerns About Its Aggressive Spending Plans [Yahoo! Finance]Yahoo! Finance
- Oracle Aims to Streamline Retail Supply Chains With New Platform [Yahoo! Finance]Yahoo! Finance
ORCL
Earnings
- 12/10/25 - Beat
ORCL
Sec Filings
- 1/16/26 - Form 4
- 1/15/26 - Form 144
- 1/9/26 - Form 8-K
- ORCL's page on the SEC website