Oracle: Buy The Dip With Confidence

01:16pm, Monday, 03'rd Aug 2026
Oracle Corporation trades at a steep discount, 16x P/E versus a 22x five-year average, despite robust cloud-driven growth prospects. ORCL's backlog surged 362% year-over-year, driven by cloud infrastr
Oracle Corporation is initiated with a Strong Buy and a $212 price target, citing exceptional cloud growth and undervalued earnings potential. OCI, Oracle's cloud infrastructure, posted 93% y/y growth

Why Oracle Stock Is Gaining

10:40am, Monday, 03'rd Aug 2026
Oracle is catching a double tailwind from easing geopolitical tensions and an expanded AI partnership with Alphabet.
Shares of AI cloud infrastructure names are pushing higher Monday morning as a broad risk-on tone lifts large-cap tech.
Microsoft has the highest-quality balance sheet in the group, with about $36.5 billion in net cash and no asterisks. Alphabet holds the largest reserves of the five, though roughly $80 billion of it i
Are all these AI spending figures actually comparable? Not quite, and the fine print is where this five-company story gets interesting.
Oracle won a defense contract worth up to $7 billion last month. The contract will span up to 10 years, potentially growing Oracle's sales by up to 1%.
Major cloud companies all reported stellar growth, paving the way for more AI spending.
Larry Ellison has lost $207 billion in less than a year. His fortune peaked near $388 billion in September 2025, when Oracle (NYSE:ORCL | ORCL Price Prediction) traded at $345.72 and briefly made him
First National Bank of Mount Dora Trust Investment Services raised its holdings in shares of Oracle Corporation (NYSE: ORCL) by 31.1% in the first quarter, according to its most recent Form 13F filing
Quantum Blockchain Technologies PLC (AIM:QBT, FRA:BYA1) said its Method C AI Oracle produced a consistent advantage over traditional Bitcoin mining in tests conducted after the software was adapted fo

Down 48%, Is Oracle Stock a Buy Right Now?

12:00am, Monday, 03'rd Aug 2026
Oracle will spend up to $70 billion in capital expenditures in fiscal 2027. Investors have been worried about AI spending, but Oracle has lucrative contracts that make it worthwhile.
Nvidia investors are concerned about circular financing and rising AI expenses. Oracle stock has plummeted as the company ramps up spending and takes on more debt.
Oracle (NYSE:ORCL | ORCL Price Prediction) currently trades at $127.56 against a consensus analyst target of $248.15, implying roughly 95% upside.
Major tech stocks are on the move in premarket trading for Friday. This is especially true with Apple, which is getting hammered.
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