ORCL Stock Recent News

Oracle's reaffirmed FY26 target and new FY27 guide signal strong growth potential, with a 20% revenue growth outlook for FY27 being particularly bullish. Record RPO build and significant backlog growth indicate positive momentum, despite near-term data center bottlenecks delaying revenue conversion. Oracle Cloud Infrastructure's capabilities and multi-cloud traction are driving large AI deals and enterprise growth, enhancing the company's competitive edge.

Dividend stocks can help smooth out the ride when markets drop. Also, companies that consistently pay dividends tend to be safer, high-quality businesses with a history of weathering downturns.

New capabilities can enable the US Army to cost-effectively modernize its operations WASHINGTON , April 15, 2025 /PRNewswire/ -- Oracle Federal Forum -- Oracle today announced a firm-fixed price task order through the U.S. Department of Defense (DoD) Joint Warfighting Cloud Capability (JWCC) contract to provide the U.S. Army's Enterprise Cloud Management Agency (ECMA) with cloud compute and storage services. These services, delivered via Oracle U.S. Defense Cloud, will cover Defense Information Systems Agency (DISA) Impact Levels (IL) 2, 4, 5, and 6.

One of the largest museums in North America selects Oracle to optimize finance processes, enhance decision-making, and take advantage of the latest advancements in AI WASHINGTON , April 15, 2025 /PRNewswire/ -- Oracle Federal Forum -- The National Gallery of Art, one of the world's preeminent art museums, has selected Oracle Cloud Federal Financials, a purpose-built solution in Oracle Fusion Cloud Enterprise Resource Planning (ERP), to support its mission to welcome all people to explore and experience art, creativity, and our shared humanity. With Oracle Cloud Federal Financials, the National Gallery of Art can accelerate financial processes, increase efficiency, improve resource allocation, and enhance decision-making, while addressing federal data security requirements as it continues to deliver world-class programs and exhibitions for its growing audience.

STRATUS program enables federal agencies to implement Oracle's high-performance cloud infrastructure and applications for greater efficiency WASHINGTON , April 15, 2025 /PRNewswire/ -- Oracle Federal Forum -- The United States Department of Agriculture (USDA) has chosen Oracle Cloud as part of its STRATUS program. Managed through the USDA's Digital Infrastructure Services Center (DISC), STRATUS streamlines access to cloud infrastructure solutions for federal agencies, while also providing technical support services and training.

Oracle's much-needed correction is finally here, bringing the stock back to earth after the Stargate-induced rally and the market's over-exuberance surrounding the AI boom. With ORCL stock now trading (somewhat) nearer to historical trends and its peers, its high-growth investment thesis is more compelling as the management guides double digits cloud growth opportunities. Readers must note the robust tailwinds arising from the Stargate project from H2'26 onwards, with it triggering an accelerated growth profile in the second half of the decade.

Oracle Corporation (ORCL) is undervalued, despite strong financials, strategic investments in AI, and cloud growth, making it a compelling investment opportunity. ORCL's financial dominance includes $472.64 billion in revenue and $120.78 billion in free cash flow since 2015, with robust shareholder returns. ORCL faces competition from tech giants but has unique strengths in cloud and AI, positioning it for future growth and market share gains.

Analysts at Evercore ISI highlighted names like Microsoft NASDAQ: MSFT and Salesforce NYSE: CRM as most resilient in the face of potential spending slowdowns, listing Oracle NYSE: ORCL among those most exposed.

Oracle stock is undervalued with a P/E ratio under 20, showing strong cloud growth and positive earnings forecasts despite macroeconomic challenges. Key risks include supply chain issues, trade war impacts, and heavy capex plans, but Oracle's dividend increase and data center expansion are positive signs. Technically, ORCL is mixed; shares are below key moving averages with a bearish death cross, but there's potential upside to the mid-$140s.

AI related demand is fueling growth for Oracle's database products, helping the company build up a massive backlog. Management is expecting growth to improve to 15% in FY26 and further to 20% in FY27, versus ~8% growth today. Recent market turmoil has dropped Oracle's stock below a 20x P/E, which undervalues the company for its expected growth trajectory.