"Oracle's stock peaked near $343 before a brutal slide erasing more than half its value, driven by a bondholder lawsuit and a Q2 revenue miss that sent shares down 13% in a single session."
"In Q3 FY2026, Oracle posted $17.19 billion in revenue, marking the first quarter in over 15 years where organic total revenue and non-GAAP EPS both grew 20% or more in the same period."
"Remaining Performance Obligations stood at $553 billion, up 325% year-over-year, indicating strong forward visibility and management's confidence in raising FY2027 revenue guidance to $90 billion."
Oracle has a debt load exceeding $124 billion and relies heavily on a single customer for revenue, making it a risky investment. The company has capitalized on the AI infrastructure demand, signing large contracts and incurring debt for expansion. After a significant stock decline, Oracle's recent AI announcements led to a stock recovery. In Q3 FY2026, Oracle reported $17.19 billion in revenue, with cloud infrastructure revenue increasing by 84%. Remaining Performance Obligations reached $553 billion, and management raised revenue guidance for FY2027 to $90 billion.
Read at 24/7 Wall St.
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