Veytics Intelligence
2026-09-17 · Yahoo

Oracle (ORCL) Could Be 26% Below Fair Value After Project Jupiter Update

Oracle (ORCL) is back in focus after reaffirming that its Project Jupiter data center in New Mexico is proceeding under existing county permits, while a separate microgrid faces a stayed air quality review. Oracle shares have been volatile, with the stock up 2.0% in the last session but down 11.4% over the past week and roughly 26.9% year to date on a share price basis. The 1 year total shareholder return of about a 52.0% decline contrasts with 3 year and 5 year total shareholder returns of 31.4% and 73.2%, suggesting long term holders have seen gains even as recent AI spending, debt concerns, restructuring costs, and data center headlines like Project Jupiter have weighed on shorter term momentum.

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