Oracle Stock Is Down 58% From Its Peak -- but Revenue Is Still Growing by Double Digits. Time to Buy?
The software giant just had the best year in its history. Its stock has lost more than half its value since September.
Overview
It is not often that a $400 billion company loses well over half its value while its sales and profits are still climbing. Oracle (NYSE: ORCL) has managed exactly that. The stock trades around $144, down 58% from the $345.72 record it set last September, yet the business behind it just wrapped up the best year in its history: fiscal 2026 revenue rose 17% to about $67.4 billion, and net income climbed 37% to about $17 billion.
So what broke? And with the shares this far off their highs, is the crash a buying opportunity?
Details
Nothing in Oracle's latest results looks like a company in trouble. In its fiscal fourth quarter (the period ended May 31, 2026), revenue rose 21% year over year to $19.2 billion. Total cloud revenue grew 47% to $9.9 billion, and the piece investors care about most -- Oracle Cloud Infrastructure, its rented computing power for artificial intelligence (AI) workloads -- jumped 93% to $5.8 billion. That was an acceleration from the already-rapid growth the cloud business posted earlier in the year.
Source
Originally published at www.fool.com.