$ORCL Oracle Corporation

Meet Kevin发布 2026-09-10

《EARNINGS as Stocks Slip! ORCL and Adobe!》

得益于强劲增长和财务状况改善，ORCL 估值具有吸引力（PEG 0.65），优于同业。

我们今天有Oracle、Adobe，还有Restoration Hardware即将登场。

We got Oracle, we got Adobe, and we got Restoration Hardware on deck today.

我们今天确实有重要的财报。Restoration Hardware、Oracle和Adobe，我们会关注这些。Adobe和Oracle将在收盘钟声后5分钟率先发布，然后Restoration Hardware将在那之后5分钟发布。

We do have big earnings today. Restoration Hardware, Oracle, and Adobe will be looking at those. Uh Adobe and Oracle are going to come out first at 5 minutes after the bell and then Restoration Hardware will be 5 minutes after that.

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Schwab Network发布 2026-09-29

《What ORCL Project Jupiter Says About AI Bottlenecks, Small Cap Beneficiaries》

$ORCL未站边

Oracle 的 Project Jupiter 延期源于基础设施瓶颈和审批问题，而非需求不足；Oracle 拥有充足现金和干净的资产负债表来为这些项目融资。

Oracle 的整体概况如何？你对这件事怎么看？实际上，我在“CS Mackie”中并不报道 Oracle 的新闻。概念。

What is the overall overview of Oracle? What is your opinion on this matter? Actually, I don't cover Oracle news in "CS Mackie". concept.

“Project Jupiter”发生的事情表明，需求不是问题所在。问题在于基础设施本身的瓶颈。仔细想想，他们为部分燃料电池供电所需的天然气管道存在许可问题。没有这项授权，事情就有所延迟。

What happened with "Project Jupiter" shows that demand is not the problem. The problem lies in the bottlenecks within the infrastructure itself. When you think about it, there was a permitting issue related to the pipeline they needed for natural gas to power some of the fuel cells.

Without that authorization, things were somewhat delayed.

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Asymmetric Investing by Travis Hoium发布 2026-09-29

《Risk Warning: 5 Stocks to Sell Before It's Too Late》

$ORCL看跌

Oracle股价将进一步下跌；尽管订单储备庞大，高债务成本与负自由现金流使其AI项目融资无法盈利。

这就是Oracle股价过去一年的表现。该股已下跌53%，我认为未来还会进一步下跌。造成这一局面的主要原因是，公司财务状况的改善在某些方面不过是一种假象。

This is how Oracle's stock has performed over the past year. The stock has fallen by 53%, and I believe there will be further declines in the future. The main reason for this is that the improvement in the company's financial situation is, in some respects, nothing but an illusion.

他说在等

未来财报中的自由现金流状况

仍为负值或进一步恶化

未来两年财报

若自由现金流持续为负，则支持看空论点；若自由现金流转正，则削弱该论点

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Benzinga发布 2026-09-29

《$150B Buyback! $NVDA Climbs as Futures Slip | PreMarket Playbook + T3 Live | September 29, 2026》

$ORCL看跌

Oracle 近期价格走势显示突破失败，暗示走势偏弱。

Oracle，我是说，这些都是大牌公司。看看 Oracle 这里的突破失败。IBM 也一样，你知道，这些都是些大牌公司。突破失败，我其实倾向于更低。

Oracle, I mean, these are major names. Look at the breakout failure on Oracle right here. Same with IBM, you know, these are some major names. Breakout failure that I like actually lower.

看原视频52:38

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Parkev Tatevosian, CFA发布 2026-09-26

《Unfortunate News for Oracle Stock Investors | ORCL Stock Analysis》

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ORCL估值合理；不可抗力事件凸显流动性压力以及到2028年的负自由现金流，抵消了增长潜力。

我们有一条对Oracle股票投资者来说不幸的消息，因为该公司已宣布了一次“不可抗力”事件。让我们更仔细地看看细节，以及为什么Oracle的股价在这条消息之后下跌了约4%。

We have some unfortunate news for Oracle stock investors, as the company has declared a "force majeure" event. Let's take a closer look at the details and why Oracle's stock fell by about 4% following that news.

我会持续更新我对Oracle的评级，无论是买入、持有还是卖出。我今天刚刚更新了对Oracle股票的合理价值估算。

I will keep you updated on my ratings for Oracle, whether it's to buy, hold, or sell. I just updated my fair value estimate for Oracle stock today.

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The Motley Fool发布 2026-09-25

《Mark Zuckerberg’s Second Act?》

$ORCL看跌

Oracle 的高负债、负自由现金流以及信用评级下调，使其成为一项高风险投资，并可能成为市场的警示信号。

本周，Oracle 援引了其不可抗力条款。Lou，我说得对吗？是在其与 Stargate 项目相关的一份合同中。

This week, Oracle invoked its force majeure clause. Am I saying it correctly, Lou? In one of its contracts related to the Stargate project.

有意思的是，Oracle 及其在这件事上的合作伙伴完全无视了这个问题。是的，真正引起我注意的就是这一点，Emily，他们对此轻描淡写。股价小幅下跌后又回升了，仿佛在说：“不，这是……”

Interestingly, Oracle and its partners in this matter are completely ignoring the issue. Yes, that's what really caught my attention, Emily , that they took it lightly . The stock price dropped slightly and then recovered, as if to say, "No, this is..."

他说在等

信用评级或债券利差

进一步下调评级或利差走阔

持续进行中债券市场/信用评级机构

削弱看涨逻辑；支持财务脆弱性的看跌论点

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Jazz Wealth Managers发布 2026-09-24

《Putting retirement costs into perspective. | The Closing Beat | 09/24/2026》

$ORCL看跌

由于数据中心问题，ORCL 相比同行业公司缺乏中长期热情。

Oracle 试图把价格压低一些。事情的结局没有开始时那么糟糕。我会给她应得的。不过，从中长期来看，它并没有真正认同当前对数据中心、半导体和人工智能股票的这股热情。

Oracle tried to push things down a little . Things didn't end as badly as they started. I will give her what she deserves . However, in the medium and long term, it does not really share the current enthusiasm for data center, semiconductor and artificial intelligence stocks .

情况相对平静，日内下跌了3%。他们正在做的那些数据中心遇到了一些问题。

Things are relatively calm, with a 3% decrease during the day. They have encountered some problems in the data centers they work on.

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The Motley Fool发布 2026-09-24

《Oracle Calls Force Majeure Already?》

$ORCL看跌

Oracle 的财务基础薄弱，这体现在 Project Jupiter 的不可抗力条款以及对表外融资的依赖上。

Oracle 正被迫在人工智能领域向前推进。今天我们先从这条新闻说起：Oracle 已就新墨西哥州的一个新数据中心项目宣布不可抗力。

Oracle is being forced to move forward in the field of artificial intelligence. Today we will begin with the news that Oracle has declared force majeure on a new data center project in New Mexico.

简而言之，Oracle 声称，如果该项目出现延误，它不承担相关成本或费用，我想这个项目叫 Project Jupiter。它本应于 2028 年开始运营。

In short, Oracle claims that it is not responsible for costs or expenses in the event of delays to this project, I believe it is called Project Jupiter. It is supposed to start operating in 2028.

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