Quick Read – ORCL’s Cloud Infrastructure revenue surged 93% to $5.79B in Q4 FY2026, yet shares sit at $201 and are up just 4% year to date. – Oracle burned $55.66B in FY2026 capex and plans a $40B debt-and-equity raise in FY2027, creating the balance sheet anxiety stalling…
ares. – Wall Street’s $255 consensus underprices OCI’s ramp to a projected $32B in FY2027, with an internal model targeting $270. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Oracle didn’t make the cut. Grab the names FREE today
Oracle (NYSE:ORCL) just turned in the quarter that finally validates the AI infrastructure thesis. Cloud Infrastructure revenue jumped 93% year over year to $5.79 billion in Q4 FY2026, and the remaining performance obligation backlog now sits at $638 billion. Shares closed at $201.26 on June 10, up just 3.89% year to date.
The disconnect between booked backlog and share price is the entire story. Can ORCL hit $400 by 2027? Why Oracle Shares Are Stuck Despite Record Backlog The setup looks great on paper.