Oracle reports FY26 Q4 after the close. Consensus is about USD 19.1B in revenue, up 20%, but this stock trades on cloud, not the headline. With RPO near USD 553B and OCI up 84%, the bull case is backlog conversion and the risk is AI capex squeezing margins. I would watch the FY27 guide more than the EPS line.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments