Oracle Stock Is Down But Not For Long

Rick Orford2.63K FollowersFollow5ShareSavePlay(16min)CommentsSummaryOracle is confirmed as a Buy, despite a post-earnings sell-off and near-term volatility.ORCL's cloud segment surged 34% YoY, now its primary growth engine, while legacy software declined 3%.Massive AI infrastructure investments pressure margins and free cash flow, but $523B in contracted backlog underpins long-term growth.Valuation remains elevated, yet justified by robust cloud demand, multi-cloud database expansion, and operating leverage potential.Mesut Dogan/iStock Editorial via Getty Images Oracle Corporation (ORCL) released its second-quarter fiscal year 2026 financials on Dec. 10, 2025, and the figures were as mixed as was the market sentiment. The company significantly outpaced earnings estimates with This article was written byRick Orford2.63K FollowersFollowRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is business, and he works tirelessly to deliver content in an easy-to-understand manner. In 2018, Rick wrote The Financially Independent Millennial to inspire his readers with his story about becoming financially independent at age 35 despite not learning about money when he was younger. His books are easy to read and often refer to key points that “He would tell his younger self.” When not thinking about business, Rick writes (mainly about cruise ship travel) for his travel blog and is an enthusiast of fast cars, technology, & cooking.Analyst’s Disclosure:I/we have a beneficial long position in the shares of META 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.Recommended For You