$Oracle(ORCL.US) The biggest bull case for Oracle is also the same reason many investors are skeptical. The company has a $638 billion remaining performance obligation, which represents the contracted future revenue its customers have committed to. For FY2027, Oracle is guiding for $90 billion in revenue, which is significantly higher than FY2026 $67 billion. However, many investors are also worried about the massive backlog. Half of the backlog comes from a single customer - OpenAI. That company recently delayed its IPO, which added to major concerns about its ability to meet its obligations. In addition, Oracle is not only spending all of its income to set itself up to fulfill its backlog but is also taking on debt. @Captain's Treasure
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