Oracle Recognized as Leader in Supply Chain Planning by Gartner
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy ORCL?
Source: PRnewswire
- Industry Leadership: Oracle has been named a Leader in the 2026 Gartner Magic Quadrant for Supply Chain Planning Solutions for both Discrete and Process Industries, showcasing its exceptional performance in Ability to Execute and Completeness of Vision, thereby solidifying its competitive edge in the market.
- Intelligent Supply Chain Solutions: Oracle's Supply Chain Planning solution incorporates built-in AI and advanced analytics, enabling customers to enhance forecast accuracy and optimize supply and production decisions, which allows for rapid responses to market fluctuations and maintains a competitive advantage.
- Navigating Market Volatility: As manufacturers face unprecedented shifts in demand signals and ongoing supply disruptions, Oracle's solutions empower organizations to turn complexity into a competitive advantage, enhancing their adaptability in a rapidly changing market environment.
- Comprehensive Integrated Platform: Oracle Cloud SCM offers a unified AI-powered platform that integrates supply chain and operations processes, helping organizations enhance resilience and quickly adapt to market changes, further driving their digital transformation efforts.
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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: 137.860
Low
180.00
Averages
309.59
High
400.00
Current: 137.860
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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- Rapid Cloud Infrastructure Growth: The cloud infrastructure segment saw an 84% year-over-year revenue increase to $4.9 billion, indicating rapid expansion in AI-related services, although this comes with significant capital expenditure pressures.
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- Strong Financial Performance: With a market cap of approximately $420 billion and over $134 billion in debt, Oracle reported a 16% year-over-year revenue growth to $48 billion in the first nine months of fiscal 2026, with cloud-related revenue rising by 35%, showcasing robust business growth potential.
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- Significant Growth in RPO: As of Q3 FY2026, Oracle's remaining performance obligations (RPO) reached approximately $553 billion, a staggering 325% year-over-year increase, providing strong multi-year revenue visibility despite the associated risks of high debt levels.
- Surge in Cloud Infrastructure Revenue: Oracle's cloud infrastructure (OCI) revenue soared by 84% year-over-year, while total cloud revenues rose 44% in Q3, demonstrating robust growth in its multi-cloud database business as enterprises increasingly adopt Oracle databases across major platforms.
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See More
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- Surge in Trading Volume: The company saw a trading volume of 115.2 million shares, approximately 126% above its three-month average of 51 million shares, reflecting heightened market interest in its future performance.
- Impact of Long-Term Contracts: Despite the Pentagon designating the Maven Smart System as a program of record, reinforcing Palantir's long-term role in defense AI and government contracting, investors remain cautious about the broader commercial adoption of its AI platform.
- Intensifying Competition: The pullback in Palantir's stock price highlights the rapid shifts in market sentiment as competition among enterprise AI platforms and foundational model providers intensifies, raising doubts about the company's future growth prospects.
See More
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- Impact of Defense Contracts: Despite the Pentagon's designation of the Maven Smart System as a program of record, reinforcing Palantir's long-term role in defense AI and government contracting, investors remain cautious about whether its AI platform can achieve broader commercial adoption.
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