Oracle (NYSE:ORCL) trades at $126.21, well below the $234.10 average analyst target, and two desks, Guggenheim and Mizuho, carry $400 targets. The stock is down 34.39% year to date, while its remaining performance obligations (RPO) stand at $664B, up $209B year over year. Oracle launched a new $20 billion offering of common stock and senior notes, following a $20B at-the-market equity program. In the first quarter, capex reached $28.5B, free cash flow was negative $5.4B, and interest expense rose 55% to $1.4B. The article says the bullish case depends on the backlog converting to revenue on schedule, while total liabilities of $236B remain a risk to watch.
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MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 11/03/2026 | 520.77 |
| Change that session | +2.69% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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