By John Ballard, The Motley Fool
Publication Date: 2026-03-16 13:21:00
oracle (NYSE:ORCL) simply did something it hasn’t done in 15 years. In the third quarter of fiscal 2026 (ended February 28), both adjusted revenue and earnings per share increased at least 20% year-over-year, driven by increasing demand for cloud infrastructure and infrastructure Artificial Intelligence (AI) Services.
The stock rebounded significantly following the earnings report, but is still trading more than 52% below its 52-week high. Wall Street fears that higher capital spending to meet AI demand will strain whatever short-term cash flow it has. But for this reason, I believe Oracle could continue to beat expectations in 2026 and potentially see a recovery in its stock.
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Oracle participates in a huge AI infrastructure…
