Oracle: Sell Before The AI Bubble Bursts [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
ORCL's $300B OpenAI deal boosted obligations but raises concerns over thin margins, debt, and AI investment returns. Valuation model estimates intrinsic value at $133.14 per share—about 33% below current price, supporting a Sell rating. Elevated debt, potential for obsolete GPU investments, and rising AI risk premiums challenge prospects for a near-term rebound. Getty Images The depreciation of Oracle Corporation's ( ORCL ) shares has been significant in recent months, but it is unlikely to be over. While the company was able to greatly increase its remaining performance obligations in the last two quarters, there's a risk This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have
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ORCL
News
- Here's What Wall Street Thinks About Oracle Corporation (ORCL) [Yahoo! Finance]Yahoo! Finance
- Oracle (ORCL) Gains Analyst Support with Cloud Growth, AI Adoption, and Data Center Expansion [Yahoo! Finance]Yahoo! Finance
- 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
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