By Simply Wall St
Publication Date: 2026-02-18 14:15:00
- In recent days, Oracle has struck new cloud deals for the public sector and healthcare, expanded its AI-driven software and clinical tools, and won an $88 million Department of the Air Force cloud contract, even as the company faces multiple securities fraud class-action lawsuits over its disclosure of its AI infrastructure spending.
- These developments highlight a sharp contrast between Oracle’s growing role in mission-critical AI and cloud workloads and investors’ growing unease about its large capital commitments, reliance on large AI customers like OpenAI, and associated legal and financial risks.
- We’ll now examine how this combination of new government victories and intensifying lawsuits could change Oracle’s AI-driven investment narrative.
Find 56 companies with promising cash flow potential but trading below their fair value.
Oracle Investment Narrative Summary
To own Oracle today, you have to be convinced that its massive AI and cloud deployment can convert a huge backlog into…