$ORCL

Oracle's stock fell 14% in a week after a $20B stock and bond sale and an AI sector selloff. The company aims to generate over $30B in free cash flow by fiscal 2029, exceeding analyst expectations. Oracle's P/E ratio is currently 14x, below its 5-year average of 21x.

Oracle Corp. is integrating quantum-resistant cryptography to secure its database fleets. The company introduced the Cryptographic Posture Assessment in Oracle Data Safe to identify and fix vulnerabilities, such as outdated TLS support. Oracle is also using AI to automate security remediation and enforcing strict access controls in its AI Database 26ai. These steps aim to protect against future quantum computing threats.

Tencent introduced its Hy4 AI model, optimized for financial analysis, with improved capabilities in instruction following, long-context comprehension, and productivity tasks. The model includes cybersecurity and biosafety safeguards. Tencent plans to release a cost-efficient Hy4 Flash model soon. Separately, Oracle terminated a $7 billion AI computing agreement with Tencent due to U.S. government concerns.

AI development is driving up costs for companies, including memory chips, cloud GPUs, and software. Anthropic disclosed $895.4B in purchase commitments, with $33.2B revenue in 9 months. Alphabet reported negative free cash flow after $51.4B in capital spending. Microsoft 365 and Salesforce raised prices, citing AI advancements. Cloud providers have $2.48T in combined backlog, with OpenAI as a major contributor. Memory prices doubled in a year, expected to persist.

ORACLE CORP (ORCL) filed an SEC Form 8-K — Other Events. Item 8.01 Other Events Issuance of $10 Billion of Common Stock On November 2, 2026, Oracle Corporation, a Delaware corporation (“Oracle”), entered into an underwriting agreement (the “Common Stock Underwriting Agreement”) with BofA Securities, Inc., as representative of the sever

Oracle (ORCL) shares fell 1.95% to $123.73, underperforming broader market gains. The company's stock has dropped 12.83% over the past month. Analysts expect Q4 EPS of $1.88 (down 16.81% YoY) and revenue of $21.31B (up 32.68% YoY). Full-year estimates project EPS of $8.12 and revenue of $90.5B. ORCL has a Zacks Rank of #3 (Hold) and trades at a Forward P/E of 15.54, below the industry average.

Oracle Corp. is using AI to identify and patch security vulnerabilities in its software, according to Juan Loaiza, EVP of Oracle Database Technologies. The company has increased the size of its quarterly patches, addressing over 1,400 vulnerabilities. Oracle also introduced Deep Data Security to enforce security rules at the data layer, preventing AI from bypassing them. Real Application Testing ensures patches do not disrupt complex systems.

UBS reaffirmed a 'buy' rating and $250 price target for Oracle (NYSE:ORCL), citing strong valuations and durable margins. The broker dismissed AI demand concerns, noting customer interest in AI features and potential cloud migration acceleration. Oracle's Investor Day addressed financing and free cash flow concerns, with UBS viewing the guidance as achievable.

Oracle (ORCL) experienced a 44% surge in trading volume to 84.3M shares, with a 5.85% stock price increase to $126.19. This follows a 18.58% drop over three sessions due to concerns about its $20B financing plan for AI and cloud expansion. Analyst Brett Huff upgraded ORCL to Buy, raising the price target to $213, citing reduced uncertainty around capital needs.

Oracle Corp. is repositioning its data stack to support AI-driven decision-making, introducing the Autonomous AI Lakehouse. This platform uses a shared semantic layer to integrate data across various sources, including Databricks' Unity Catalog, without replacing existing systems. Oracle emphasizes real-time data access for AI agents, differentiating it from traditional lakehouses.