Oracle: Layoffs Fulfill The Promise Of AI, 'Buy' The Dip

Gary Alexander33.52K FollowersFollow5ShareSavePlay(9min)CommentsSummaryOracle has experienced a sharp reversal in 2026, losing over 25% of its value after peaking in 2025.I'm reiterating my "Buy" rating on ORCL, driven by accelerating revenue and a strong commitment to profitability.ORCL's AI-driven layoff plan—cutting 18% of its workforce—signals real operational leverage and alignment with its automation narrative.The company's recent revenue acceleration (to 18% constant-currency growth) highlights true conversion from backlog and the strength of the company's SaaS portfolio.OpenAI's recent funding round, bringing in $122 billion to finance capacity buildouts, also adds confidence to Oracle's ability to realize its RPO backlog. Mesut Dogan/iStock Editorial via Getty Images In 2025, Oracle (ORCL) was one of the hottest stocks in the stock market. At its peak in September of last year, Oracle briefly surged above $300 per share and flirted with becoming the next trillion-dollar valuation tech company. InThis article was written byGary Alexander33.52K FollowersFollowWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He has been quoted in many web publications and his articles are syndicated to company pages in popular trading apps like Robinhood.Analyst’s Disclosure: I/we have a beneficial long position in the shares of ORCL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.