Tech Stock Sell-Off May Present Buying Opportunity
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 19 2026
0mins
Should l Buy ORCL?
Source: Fool
- Oracle's Financial Situation: Oracle (ORCL) saw its stock price plummet over 50% due to investor concerns about its massive debt and capital expenditure (capex) after initially soaring following a $300 billion partnership with OpenAI.
- Cloud Infrastructure Growth: Despite challenges, Oracle's Q3 fiscal 2026 report revealed an 84% increase in cloud infrastructure revenue and a backlog of $553 billion, indicating significant potential for future revenue growth as these bookings convert.
- Sea Limited's Market Performance: Sea Limited (SE) has experienced a more than 55% drop in stock price since last September, primarily due to margin pressures in its e-commerce business and a surge in loan volume, yet its expanded VIP program may enhance customer loyalty in the long run.
- Revenue Growth Outlook: Sea Limited achieved a 36% revenue growth in 2025, with Monee's revenue soaring by 60%, and with a projected decline in its P/E ratio from 33 to 22 in 2026, the stock price may rebound as growth continues.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 142.810
Low
180.00
Averages
309.59
High
400.00
Current: 142.810
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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