Oracle (ORCL) Valuation Review Following Bloom Energy Deal and Extending AI Software Push

Oracle (ORCL) Valuation Review Following Bloom Energy Deal and Extending AI Software Push

By Simply Wall St
Publication Date: 2026-04-15 05:03:00

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Oracle (ORCL) is back in focus after agreeing to buy up to 2.8 gigawatts of fuel cell power from Bloom Energy for its AI data centers, along with a range of new AI-driven software features.

Check out our latest analysis for Oracle.

The stock price has rebounded strongly in recent sessions, with a 1-day stock price return of 4.74% and a 7-day stock price return of 13.85%. However, the 90-day share price return of 15.81% shows that recent momentum is picking up after a weak start to the year. Over time, the total shareholder return of 22.92% over one year and 120.09% over five years reflects that investors who remained invested achieved materially different results than those who only focused on shorter-term price fluctuations.

If Oracle’s AI and infrastructure push catches your attention, it may be worth looking into other AI enablers and providers that could benefit…