Oracle: Wall Street's Gloom Creates An Incredible Buying Opportunity
Summarize this article with:
JR ResearchInvesting Group LeaderFollow5ShareSavePlay(11min)Comments(3)SummaryMaintaining a Buy rating on Oracle Corporation amid the gloom, as buyers defend the critical $185 support stoutly, not about to give in to the bears yet.Despite ORCL's RPO exceeding $520B, the market demands greater near-term clarity on what is, after all, a multi-year revenue conversion opportunity.Rising CapEx needs, deepened debt concerns, and negative FCF projections through FY2028 heighten scrutiny of ORCL's liquidity and risk profile.Yet, the market seems to be downplaying ORCL's database and multicloud strengths, plus deep OpenAI ties, underpinning long-term value despite near-term execution and concentration risks.
Getty Images Oracle: Investors Want More Clarity Into Its Multi-Year Backlog What seemed like a November bottom for dip buyers resulted in another rout that saw investors in Oracle Corporation (ORCL) taking another hammering, as the market tests whetherThis article was written byJR Research45.81K FollowersFollowJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attractive risk/reward upside potential. His approach combines sharp price action analysis with fundamentals investing. He tends to avoid overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibilities. He runs the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. He focuses on ideas that has strong growth potential and well-beaten contrarian plays, with an 18 to 24 month outlook for the thesis to play out. The group is designed for investors seeking to capitalize on growth stocks with robust fundamentals, buying momentum, and turnaround plays at highly attractive valuations. Learn moreAnalyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN, GOOG, MSFT 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.