Oracle's AI Future: Undervalued Infrastructure [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
Company Research
Source: Seeking Alpha
ORCL's CapEx-heavy strategy is misunderstood; the BYOH model and off-grid power projects enable high-margin, partner-funded growth and rapid multicloud expansion. Key risks include $300B OpenAI backlog concentration, credit market stress, SMCI supply chain disruptions, and geopolitical threats to major data centers. Hybrid DCF and Technical analysis indicate a 76%–175% upside, with the J-Curve inflection marking Oracle's shift from CapEx burn to substantial cash generation. Getty Images I upgraded my rating on Oracle Corporation ( ORCL ) stock to a Strong Buy from a Buy. The rating is based on the structural, financial, geopolitical, and technical factors that are building an important inflection point for the ORCL stock. Oracle is
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ORCL
News
- Oracle: Why The Market Ignores A $553 Billion Backlog [Seeking Alpha]Seeking Alpha
- Is Oracle the Best Long-Term Tech Stock To Buy? [Yahoo! Finance]Yahoo! Finance
- NetSuite Brings AI-Powered Speed and Precision to SuiteCloud DevelopmentPR Newswire
- Wedbush Assigns Outperform Rating to Oracle Corp. (ORCL) [Yahoo! Finance]Yahoo! Finance
- Oracle, BorderPlex, and Bloom Energy to Power Project Jupiter with Cleaner, Water-Efficient Fuel Cell TechnologyPR Newswire
ORCL
Earnings
- 3/10/26 - Beat
ORCL
Sec Filings
- 4/28/26 - Form 4
- 4/24/26 - Form 11-K
- 4/20/26 - Form 4
- ORCL's page on the SEC website