Jan. 4 at 6:12 PM
$ORCL Unjustified skepticism.
https://www.msn.com/en-us/money/topstocks/this-beaten-down-tech-giant-is-about-to-roar-back/ar-AA1SYNZ2?ocid=finance-verthp-feeds&apiversion=v2&domshim=1&noservercache=1&noservertelemetry=1&batchservertelemetry=1&renderwebcomponents=1&wcseo=1
Shares of Oracle (NYSE: ORCL) are trading down roughly 43% (as of Dec. 23, 2025) from their all-time high of
$345.72 in September 2025. Investors have been concerned about the company's ability to convert heavy artificial intelligence (AI) and cloud spending into near-term revenue and earnings, as well as about the incremental debt required to fund the AI infrastructure to convert its contracted backlog into revenue.
However, that skepticism looks increasingly unjustified. Here's why.
Oracle exited the second quarter of fiscal 2026 (ending Nov. 30, 2025) with remaining performance obligations of
$523 billion, up 433% year over year, driven by large, long-term cloud infrastructure contracts with customers such as Nvidia and Meta Platforms. With a backlog several times higher than even the company's fiscal 2026 annual revenue guidance of
$67 billion, the company enjoys exceptional multiyear revenue visibility.
$OPENAI $META $SFTBY $NVDA
