BNP Paribas Expects Oracle to Spend Up to $100 Billion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Source: stocktwits
- Capital Expenditure Outlook: BNP Paribas anticipates Oracle will allocate up to $100 billion in capital expenditures for the next fiscal year, aimed at developing data center campuses and acquiring additional Nvidia chips to support Project Stargate.
- Analyst Ratings Optimism: Among the 43 analysts covering Oracle, 36 have rated the stock as ‘Buy’ or higher, indicating strong market confidence in the company's growth prospects, despite a more than 10% decline in stock price due to broader market sell-off.
- Fourth Quarter Earnings Expectations: Analysts project Oracle's revenue for the fourth quarter to reach $19.1 billion with adjusted earnings per share of $1.96, reflecting robust performance amid soaring demand for artificial intelligence infrastructure.
- Retail Investor Sentiment: On Stocktwits, retail sentiment towards Oracle remains in ‘extremely bullish’ territory, with many users viewing the recent pullback as a buying opportunity, highlighting strong interest in the stock from the retail investor community.
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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: 236.340
Low
180.00
Averages
309.59
High
400.00
Current: 236.340
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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- Capital Expenditure Outlook: Analyst Stefan Slowinski anticipates that Oracle's capex guidance for fiscal 2027 could range between $80 billion and $100 billion, which will support the development of Stargate campuses and additional investments in Nvidia GPUs.
- Impact of New CFO: With the appointment of new CFO Hilary Maxson, there is uncertainty in the market regarding whether Oracle will adopt a more conservative guidance philosophy, which could pose risks to the stock price, especially after a 70% rebound from April lows.
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- Strategic Partnership Expansion: Cloud computing giant Oracle has expanded its partnership with Bloom Energy to deploy up to 2.8 GW of fuel cell capacity to accelerate its AI infrastructure build-out, indicating strong trust and reliance from large-scale data center developers.
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See More
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- Market Sentiment Shift: The inflation expectations component of the University of Michigan Sentiment Survey will be closely watched, with consensus suggesting that one- and five-year inflation expectations will remain stable, reflecting consumer confidence in the economy's future.
- Energy Sector Outlook: The earnings outlook for the energy sector has risen over 80% since April, with overall S&P 500 earnings expected to increase by 21.2% year-over-year in Q2 2026, highlighting the sector's significance in the economic recovery.
See More
