Quick Read ORCL trades at just 15x forward earnings despite 121% cloud infrastructure growth and $664B in remaining performance obligations. Oracle's $90-95B capex guidance and negative $5B free cash flow spooked investors accustomed to a cash-generative software business. Hitting $350 requires a 144% gain and a re-rating to 36x forward earnings, hinging on RPO conversion and sustained EPS beats through 2028. Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor) Oracle (NYSE:ORCL) just delivered a fiscal Q1 that should have sent shares to new highs. Instead, the stock is trading like the AI trade is unraveling.otello-stpdc / Shutterstock.
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