Oracle Agrees That AI Is Challenging the SaaS Model. Here's Why Oracle Thinks It's the Disruptor, Not the Disrupted.

Oracle and other software stocks are undergoing a major sell-off.

Oracle's Backlog: Potential Windfall or Ticking Time Bomb?

The database and cloud provider has an enormous opportunity thanks to AI -- but it doesn't come without risk.
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Larry Ellison Sees Oracle as Safe From SaaS-Pocalpyse—Here’s Why He’s Absolutely Right

The so-called SaaS-pocalypse has been working its way through the software scene in recent months, with things getting ...

Oracle’s Quarterly Results And What They Indicate About Enterprise AI Spending

Oracle reported third-quarter revenue of approximately $17.2 billion in early March, a 22% increase year-over-year. The company's remaining performance obligations — contracted future revenue not yet ...

Microsoft, Oracle seen as benefiting from AI, while Adobe, Docusign at risk: Jefferies

Following an artificial intelligence-themed survey with 30 chief information officers, investment firm Jefferies said Microsoft , Snowflake , and Oracle are its top picks i ...

Baird lowers PT on Oracle (ORCL), here’s what you need to know

Oracle Corporation (NYSE:ORCL) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, Baird analyst Rob Oliver lowered the firm’s price target on Oracle Corporation (NYSE:ORCL) ...
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Oracle (ORCL) Stock Forecast & Price Target

An estimate of a stock's true price based on valuation models like discounted cash flow, peer valuation multiples, and dividend discount models.