Is Oracle’s recent retreat an opportunity after the boom in AI and cloud expansion?

Is Oracle’s recent retreat an opportunity after the boom in AI and cloud expansion?

By Simply Wall St
Publication Date: 2025-12-17 07:10:00

  • Wondering if Oracle is still a smart buy after its multi-year track record or if the easy money has already been made? This breakdown shows what the current price really means.

  • Although the stock is up 13.6% year-to-date and 141.9% over three years, it has fallen sharply recently, falling 14.8% last week and 15.3% last month, causing many investors to re-evaluate the balance between growth potential and downside risk.

  • This decline comes as Oracle doubles down on its cloud infrastructure and AI-focused partnerships, signing long-term contracts aimed at securing recurring revenue and keeping the company competitive against hyperscale rivals. Taken together, these moves explain why sentiment has been so hot and why the market is now debating how much future growth is already priced in.

  • Oracle is currently performing modestly in our metrics 2/6 review scoreThis suggests that some aspects suggest undervaluation, but others are more cautious. We…