ORCL

Oracle Corporation (ORCL) | Rumor.io

Oracle

ORCL

Attention (50-day avg)1.27%

Attention rank (50-day avg)#14

Bullish sentiment (50-day avg)61%

Price to earnings ratio21

Market capitalization416.6B

Earnings per share6.38

Dividend yield (TTM)1.33%

Revenue (annual)67.4B

Net income (annual)17.1B

Social

What share of all stock conversation is about ORCL?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.57% -0.01	4.65% +3.93	1.97% +0.49	0.61% +0.32

Oct 1

Oracle signed a major AI infrastructure deal with Tencent, a 5-year lease across Oracle data centers in Southeast Asia, giving Tencent access to roughly 100,000 advanced AI chips unavailable in China, estimated at around $7 billion with ~30% paid upfront.
The deal is a significant step in Tencent's push to accelerate its AI model training and agent-tool development, and underscores how Chinese tech giants are increasingly sourcing high-end compute from overseas cloud providers.
Oracle's revenue lost in North and South Dakota due to data center delays has been partially recovered, with the company expecting high orders and a backlog to drive its stock price up by 20-30% in the near term.

Generated by AI

Sentiment

Of the messages about ORCL that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	16.42% -20.88	18.76% -22.4	54.39% -8.95	48.14% -41.45
Bearish	83.58% +20.88	81.24% +22.4	45.61% +8.95	51.86% +41.45

Bullish· Oct 1

Oracle has recovered $7 billion of its $50 billion in lost revenue due to data center delays in Wisconsin and Northern Michigan.
The company is expected to announce a Japanese sovereign cloud deal, which could lead to a significant increase in revenue.
Oracle's AI infrastructure business has received a major boost with a $7 billion deal with Tencent, which includes a 30% upfront payment, and could lead to a significant increase in stock price.

Bearish· Oct 1

The AI bubble could be triggered by a loss in the midterms, which would negatively impact AI spending and thus companies like Oracle.
Oracle's stock has fallen by over 50% in the past year, making it a high-risk investment opportunity.
Despite its poor performance, Oracle's stock is still being shorted, with some analysts predicting a potential rise in the stock price due to the company's upcoming deals.

Generated by AI

Topics

Of the messages about ORCL that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	7.39%	0.06%	16.22%	12.72%
Technical Analysis	8.49%	0.47%	2.85%	6.58%
Macro	49.06%	49.23%	38.17%	49.37%
Announcements	30.03%	49.06%	26.09%	12.86%
Analysts	0.47%	0.26%	16.23%	17.3%
Controversies	4.56%	0.92%	0.43%	1.18%

Earnings· Sep 12

Oracle's Q1 FY2027 earnings report beat expectations, with revenue up 30% to $19.4B and non-GAAP EPS at $1.92, exceeding the $1.74 estimate.
The company's massive backlog of $664B, largely driven by AI demand, was a major highlight, but investors remain cautious despite the stronger-than-expected signals from the earnings report.
Oracle's heavy investment in CapEx, with $28B spent in one quarter and a projected $90B for FY2027, raises concerns about negative free cash flow and the company's ability to sustain its growth strategy.

Analysts· Sep 15

Oracle's stock is expected to continue growing, with analyst Mizuho reiterating an "Outperform" rating and a price target of $320, citing accelerating cloud capacity and IaaS growth.
Analysts are optimistic about Oracle's future, with Oppenheimer and Cantor Fitzgerald reaffirming their "Buy" ratings and raising their price targets to $275 and $284, respectively.
Despite Oracle's strong quarterly results, with revenue up 29.6% and a $664 billion contract backlog, the stock has fallen 57% due to concerns about the company's AI buildout and its impact on free cash flow.

Announcements· Oct 1

Oracle has signed a 5-year deal with Tencent, worth around $7 billion, providing the Chinese tech giant with access to approximately 100,000 advanced AI chips unavailable in China due to US export controls.
The deal will give Tencent immediate large-scale compute without building its own facilities, marking a major step in the company's push to accelerate its AI model training and agent-tool development.
Oracle's AI infrastructure business is expected to benefit from the deal, which will deepen the company's exposure to hyperscale AI demand and add another major client to its roster.

Controversies· Sep 24

Oracle Corporation has sent a force majeure notice to the developer of its New Mexico data center project, citing potential cost increases and seeking to defer payments.
The notice is a common clause in contracts that allows parties to suspend performance if certain events, such as "acts of god" or other unforeseen circumstances, occur.
The move has led to a 5-7% decline in Oracle's stock price, with investors and analysts speculating about the potential impact on the project and the company's relationship with the developer.

Macro· Sep 30

Oracle's Wisconsin Stargate data center is reportedly 1 year behind schedule, which may lead to a downgrade of its credit to junk, resulting in a loss of $50 billion in projected revenue.
The company's debt and backlog are significant, with $129 billion in debt and a $638 billion contracted backlog that grew 363% year over year, making timing a core issue rather than solvency.
The delay in the Stargate AI campus project and other infrastructure issues may turn capex into a free cash flow drag, affecting Oracle's cloud growth narrative and potentially impacting its stock price.

Technical Analysis· Sep 30

The author notes a 80% accuracy in identifying a downtrend in $ORCL, with a target of $142 or $146, and believes the stock will continue to fall.
The 1-month FVRP for $ORCL sits at 144, and the CVD measures the total aggressive movement of the stock, currently at 600k, indicating institutions accumulated at the drop to 132 and up to 138.
The author believes Oracle's EPS will be $8 in 2027, with a current multiplier of 18X, and estimates a fair price of $200 with surprises, making the stock a good buy for a 50% increase in the next 12 months.

Generated by AI

Community

Of the messages about ORCL, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	41.17%	18.66%	32.87%	36.44%
Newcomers	58.83%	81.34%	67.13%	63.56%

Regulars· Oct 1

Oracle has signed a major 5-year deal with Tencent, providing access to 100,000 advanced AI chips unavailable in China, with the deal estimated at around $7 billion and approximately 30% paid upfront.
The deal is seen as a significant step in Oracle's efforts to recover lost revenue, with the company having previously lost $50 billion in revenue in the states of New Mexico and Wisconsin due to data center delays.
The agreement marks a major push by Tencent to accelerate its AI model training and agent-tool development, and highlights the trend of Chinese tech giants sourcing high-end compute from overseas cloud providers.

Newcomers· Oct 1

Newcomers to the Oracle (ORCL) space are focused on the company's exposure to the AI bubble, with some warning that a trigger could pop the bubble, while others are optimistic about the potential for AI stocks to perform well despite a possible collapse of CAPEX.
Concerns are being raised about the potential for Oracle to be unable to pay its debts, but recent business developments, such as a $77 billion run rate for Open AI and a five-year deal with Tencent, are being seen as positives for the company.
Some newcomers are also discussing the potential for Oracle's data centers to be used by Chinese AI companies, which could lead to a rerating of US hyperscalers and add sustainable revenue for Oracle.

Generated by AI

News

Oracle Lands $7 Billion Tencent AI Deal — Chinese Tech Giant to Access 100,000 Advanced Chips Through Sou

Tencent signs a $7 billion Oracle lease for 100,000 AI chips in Southeast Asia, boosting AI models and agentic tools.

1h agoBenzinga

Tencent leases 100,000 AI chips from Oracle in $7 billion deal

The Chinese tech giant agreed to a five-year lease across multiple Oracle data centers in Southeast Asia, with an upfront payment of about 30%

1h agoYahoo Finance

Why is Oracle stock climbing today?

2h agoInvesting.com

Oracle has reportedly signed a $7 billion deal with Tencent. It could provide relief for the troubled stock.

2h agoMarketWatch

China's Tencent taps Oracle for 100,000 AI chips in $7B lease deal - report (TCEHY:OTCMKTS)

Tencent’s $7B Oracle lease gives it access to 100,000 advanced AI chips overseas amid U.S. export controls.

6h agoSeeking Alpha

Oracle says no critical infrastructure damaged at Project Jupiter site (ORCL:NYSE)

Oracle’s Project Jupiter data center in New Mexico stayed on schedule after flooding, easing disruption fears for the $18B AI project—read the update now.

6h agoSeeking Alpha

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Oracle Corporation

Technology
Software - Infrastructure

Oracle Corporation is a global enterprise software and cloud infrastructure company that provides integrated applications, database technologies, and computing services for businesses and public organizations. Oracle Corporation serves a broad range of customers with cloud-based and on-premises products that support enterprise resource planning, human capital management, customer experience, supply chain, and analytics. Its infrastructure offerings include databases, servers, storage, virtualization, and management tools designed to help organizations run and secure complex IT environments. The company also provides industry-specific solutions and support services that help customers deploy, integrate, and manage their technology systems across cloud, hybrid, and traditional architectures. Oracle Corporation plays a significant role in enterprise technology by delivering software and infrastructure used across sectors such as finance, healthcare, retail, telecommunications, and government.

Website

Location

2300 Oracle Way

Austin, TX, 78741

United States

Social

What share of all stock conversation is about ORCL?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.57% -0.01	4.65% +3.93	1.97% +0.49	0.61% +0.32

Oct 1

Oracle signed a major AI infrastructure deal with Tencent, a 5-year lease across Oracle data centers in Southeast Asia, giving Tencent access to roughly 100,000 advanced AI chips unavailable in China, estimated at around $7 billion with ~30% paid upfront.
The deal is a significant step in Tencent's push to accelerate its AI model training and agent-tool development, and underscores how Chinese tech giants are increasingly sourcing high-end compute from overseas cloud providers.
Oracle's revenue lost in North and South Dakota due to data center delays has been partially recovered, with the company expecting high orders and a backlog to drive its stock price up by 20-30% in the near term.

Generated by AI

Sentiment

Of the messages about ORCL that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	16.42% -20.88	18.76% -22.4	54.39% -8.95	48.14% -41.45
Bearish	83.58% +20.88	81.24% +22.4	45.61% +8.95	51.86% +41.45

Bullish· Oct 1

Oracle has recovered $7 billion of its $50 billion in lost revenue due to data center delays in Wisconsin and Northern Michigan.
The company is expected to announce a Japanese sovereign cloud deal, which could lead to a significant increase in revenue.
Oracle's AI infrastructure business has received a major boost with a $7 billion deal with Tencent, which includes a 30% upfront payment, and could lead to a significant increase in stock price.

Bearish· Oct 1

The AI bubble could be triggered by a loss in the midterms, which would negatively impact AI spending and thus companies like Oracle.
Oracle's stock has fallen by over 50% in the past year, making it a high-risk investment opportunity.
Despite its poor performance, Oracle's stock is still being shorted, with some analysts predicting a potential rise in the stock price due to the company's upcoming deals.

Generated by AI

Topics

Of the messages about ORCL that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Earnings	7.39%	0.06%	16.22%	12.72%
Technical Analysis	8.49%	0.47%	2.85%	6.58%
Macro	49.06%	49.23%	38.17%	49.37%
Announcements	30.03%	49.06%	26.09%	12.86%
Analysts	0.47%	0.26%	16.23%	17.3%
Controversies	4.56%	0.92%	0.43%	1.18%

Earnings· Sep 12

Oracle's Q1 FY2027 earnings report beat expectations, with revenue up 30% to $19.4B and non-GAAP EPS at $1.92, exceeding the $1.74 estimate.
The company's massive backlog of $664B, largely driven by AI demand, was a major highlight, but investors remain cautious despite the stronger-than-expected signals from the earnings report.
Oracle's heavy investment in CapEx, with $28B spent in one quarter and a projected $90B for FY2027, raises concerns about negative free cash flow and the company's ability to sustain its growth strategy.

Analysts· Sep 15

Oracle's stock is expected to continue growing, with analyst Mizuho reiterating an "Outperform" rating and a price target of $320, citing accelerating cloud capacity and IaaS growth.
Analysts are optimistic about Oracle's future, with Oppenheimer and Cantor Fitzgerald reaffirming their "Buy" ratings and raising their price targets to $275 and $284, respectively.
Despite Oracle's strong quarterly results, with revenue up 29.6% and a $664 billion contract backlog, the stock has fallen 57% due to concerns about the company's AI buildout and its impact on free cash flow.

Announcements· Oct 1

Oracle has signed a 5-year deal with Tencent, worth around $7 billion, providing the Chinese tech giant with access to approximately 100,000 advanced AI chips unavailable in China due to US export controls.
The deal will give Tencent immediate large-scale compute without building its own facilities, marking a major step in the company's push to accelerate its AI model training and agent-tool development.
Oracle's AI infrastructure business is expected to benefit from the deal, which will deepen the company's exposure to hyperscale AI demand and add another major client to its roster.

Controversies· Sep 24

Oracle Corporation has sent a force majeure notice to the developer of its New Mexico data center project, citing potential cost increases and seeking to defer payments.
The notice is a common clause in contracts that allows parties to suspend performance if certain events, such as "acts of god" or other unforeseen circumstances, occur.
The move has led to a 5-7% decline in Oracle's stock price, with investors and analysts speculating about the potential impact on the project and the company's relationship with the developer.

Macro· Sep 30

Oracle's Wisconsin Stargate data center is reportedly 1 year behind schedule, which may lead to a downgrade of its credit to junk, resulting in a loss of $50 billion in projected revenue.
The company's debt and backlog are significant, with $129 billion in debt and a $638 billion contracted backlog that grew 363% year over year, making timing a core issue rather than solvency.
The delay in the Stargate AI campus project and other infrastructure issues may turn capex into a free cash flow drag, affecting Oracle's cloud growth narrative and potentially impacting its stock price.

Technical Analysis· Sep 30

The author notes a 80% accuracy in identifying a downtrend in $ORCL, with a target of $142 or $146, and believes the stock will continue to fall.
The 1-month FVRP for $ORCL sits at 144, and the CVD measures the total aggressive movement of the stock, currently at 600k, indicating institutions accumulated at the drop to 132 and up to 138.
The author believes Oracle's EPS will be $8 in 2027, with a current multiplier of 18X, and estimates a fair price of $200 with surprises, making the stock a good buy for a 50% increase in the next 12 months.

Generated by AI

Community

Of the messages about ORCL, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	41.17%	18.66%	32.87%	36.44%
Newcomers	58.83%	81.34%	67.13%	63.56%

Regulars· Oct 1

Oracle has signed a major 5-year deal with Tencent, providing access to 100,000 advanced AI chips unavailable in China, with the deal estimated at around $7 billion and approximately 30% paid upfront.
The deal is seen as a significant step in Oracle's efforts to recover lost revenue, with the company having previously lost $50 billion in revenue in the states of New Mexico and Wisconsin due to data center delays.
The agreement marks a major push by Tencent to accelerate its AI model training and agent-tool development, and highlights the trend of Chinese tech giants sourcing high-end compute from overseas cloud providers.

Newcomers· Oct 1

Newcomers to the Oracle (ORCL) space are focused on the company's exposure to the AI bubble, with some warning that a trigger could pop the bubble, while others are optimistic about the potential for AI stocks to perform well despite a possible collapse of CAPEX.
Concerns are being raised about the potential for Oracle to be unable to pay its debts, but recent business developments, such as a $77 billion run rate for Open AI and a five-year deal with Tencent, are being seen as positives for the company.
Some newcomers are also discussing the potential for Oracle's data centers to be used by Chinese AI companies, which could lead to a rerating of US hyperscalers and add sustainable revenue for Oracle.

Generated by AI

Oracle

Social

Oct 1

Bullish· Oct 1

Bearish· Oct 1

Earnings· Sep 12

Analysts· Sep 15

Announcements· Oct 1

Controversies· Sep 24

Macro· Sep 30

Technical Analysis· Sep 30

Regulars· Oct 1

Newcomers· Oct 1

Oracle Lands $7 Billion Tencent AI Deal — Chinese Tech Giant to Access 100,000 Advanced Chips Through Sou

Tencent leases 100,000 AI chips from Oracle in $7 billion deal

Why is Oracle stock climbing today?

Oracle has reportedly signed a $7 billion deal with Tencent. It could provide relief for the troubled stock.

China's Tencent taps Oracle for 100,000 AI chips in $7B lease deal - report (TCEHY:OTCMKTS)

Oracle says no critical infrastructure damaged at Project Jupiter site (ORCL:NYSE)

Also Discussed

Oracle Corporation

Company Information

Location

Oracle Lands $7 Billion Tencent AI Deal — Chinese Tech Giant to Access 100,000 Advanced Chips Through Sou

Tencent leases 100,000 AI chips from Oracle in $7 billion deal

Why is Oracle stock climbing today?

Oracle has reportedly signed a $7 billion deal with Tencent. It could provide relief for the troubled stock.

China's Tencent taps Oracle for 100,000 AI chips in $7B lease deal - report (TCEHY:OTCMKTS)

Oracle says no critical infrastructure damaged at Project Jupiter site (ORCL:NYSE)

Also Discussed

Social

Oct 1

Bullish· Oct 1

Bearish· Oct 1

Earnings· Sep 12

Analysts· Sep 15

Announcements· Oct 1

Controversies· Sep 24

Macro· Sep 30

Technical Analysis· Sep 30

Regulars· Oct 1

Newcomers· Oct 1