Seeking Alpha
06 Oct 2026, 13:37 UTC · 1h ago
Oracle: OpenAI Is Back, But Wall Street Is Sleeping
Impact · against what's priced in
The reported growth figures for Oracle are largely already baked into the current valuation, as the market already accounts for triple-digit AI cloud growth. The article fails to provide new data regarding the conversion of performance obligations into free cash flow, which remains the primary catalyst for price movement.
- ORCL+0.00
Already priced in
- The price assumes
The current pace of AI cloud revenue growth (93% to triple-digit)
The article's report of 121% cloud infrastructure growth confirms a growth trajectory that the market already reflects in its current multiple.
What ORCL's price assumes · Sep 11
Top 1 mover · tap to explore
