The Motley Fool
27 Oct 2026, 08:23 UTC · 1h ago
Oracle Stock Has Lost 60% Since Its Last Investor Day. Is It a Buy Before Wednesday?
Impact · against what's priced in
The article provides no new catalysts for Oracle, as the revenue targets, RPO growth, and massive capital expenditures are already integrated into the current valuation. The stock's decline reflects the market's existing refusal to overlook the cost of AI infrastructure, regardless of top-line delivery.
- 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
The article confirms that Oracle's fiscal 2027 targets of $90 billion in revenue and $8.10 adjusted EPS are in place, which the market already treats as the baseline.
What ORCL's price assumes · Sep 11
