20269月
ORCL Sep 2026 · Buy
Buy means building the position in stages rather than committing all at once. At the $158.78 report-date price on September 4, 2026, Oracle sits below $192.84 Fair value. The main risk is free cash flow remaining non-positive after major capacity delivery, increasing financing pressure. The clearest upside is the documented delivery schedule. If customers use that capacity and reach contractual revenue levels, management expects infrastructure margins to improve.Latest published research · analyzed 2026-09-07 · stale · sources stale