Oracle Corp.'s stock has plunged over 50% recently, primarily due to concerns linked to its partnership with OpenAI, alongside fierce competition from hyperscalers. The company's credit default swaps have reached a 15-year high at 163.7, indicating heightened fears about its financial health. While Oracle's cloud infrastructure shows accelerating revenue growth, it faces near-term earnings volatility as it shifts from traditional license revenue to subscription models. An upgrade from Oppenheimer to Outperform with a $185 price target offers some positive outlook amid these challenges.
“We can see that Oracle's credit default swaps are sitting at 163.7, now the highest level since 2008 and higher than the peak we saw in late January or the middle of December of last year.”
“That's why Oracle is down by more than 50% in the last few months. That's one of the Hated Eight that you mentioned earlier.”
“That's why Oracle is down by more than 50% in the last few months. That's one of the Hated Eight that you mentioned earlier. Because they're building data centers for OpenAI, and if OpenAI something happened to them, that would be bad.”
“Oracle Corp. · Last · Last · 151.755”
“Oracle's stock · is down · from its 52-week highs · 54%”
“Oracle Corp. · High · High Price · 152.50”
“Oracle's stock · is down · value · 54%”
“Oracle Corp. · is listed among · the SHIELD vendors”
“Oracle Corp. · has volume · 7,051,359 · 7,051,359”
“Oracle's stock · is down · percentage · 54%”
“Oracle Corp. · has volume · 36,300,328”
“Oracle Corp. · has high · high · 153.2794”