Oracle's stock’s peak price was largely driven by the remaining performance obligations from Q1, which increased further to $523 billion in Q2. The problem is that the Q2 report says short-term deferred revenues were $9.9 billion. The 10-Q form says total deferred revenues are $11.175 billion.

The adjustment followed the company’s mixed financial performance during the second quarter of fiscal 2026, as reported on December 10.

Shares of Oracle Corporation are trading higher Friday after reports confirmed the technology company will be one of TikTok's new owners.

Oracle stock drops after Q2 misses, but cloud growth and strong RPO signal long-term upside. Click here to know why ORCL is rated a strong buy.

This creates an imbalance: the upside appears limited, while the downside risk increases if growth even modestly underperforms these elevated assumptions. Oracle still offers meaningful opportunities.

Shares of Oracle fell sharply on Wednesday after a report raised fresh questions about financing for one of the company’s flagship artificial intelligence infrastructure projects.

Shares in tech companies ranging from Nvidia to Meta Platforms are down on Thursday amid growing concerns around AI-fueled circular spending.

Oracle continues to secure major cloud deals, but investors are more concerned with converting those deals into realized revenue.

CoreWeave and Oracle have borrowed heavily to build more AI data-center capacity, spooking bond markets and sending debt-insurance prices soaring.

Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven price weakness.

Oracle is forecasting a significant acceleration in growth through 2030, owing to the terrific demand for its cloud infrastructure. Importantly, Oracle seems to have a big-enough contract backlog that should allow it to achieve its goals. The potential ...