Oracle Is Down 53% in a Year and Trades at 15 Times Earnings. Wall Street Still Sees $230+

Impact · against what's priced in

The article confirms the market's deep skepticism regarding Oracle's capital intensity, as the stock continues to slide despite explosive growth and beaten earnings. While high GPU utilization and premium renewals provide a positive signal, they are insufficient to overcome the market's refusal to value the RPO conversion or trust the current funding plan.

ORCL+0.00

Already priced in

The price assumes

The near-term revenue guidance of at least $90 billion and adjusted earnings of $8.10 per share