Oracle (ORCL) traded at $130.34, down 53.07% over the past year and at roughly 15 times forward earnings. Cloud infrastructure revenue grew 121% last quarter and remaining performance obligations reached $664B, while fiscal Q1 2027 revenue rose 29.6% to $19.345B. The 24/7 Wall St. target is $200.50, and the Wall Street consensus target is $235.80. Risks noted include free cash flow of -$5.396B last quarter, interest expense up 55% to $1.4B, and plans to raise about $40B in debt and equity this fiscal year. The article also cites a bear case of $171.15.
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