By Investor’s Business Daily
Publication Date: 2025-12-02 13:00:00
oracle (ORCL) The stock has had a brutal month: Shares fell more than 20% in November and fell even further on the first day of trading in December. The main debate surrounding Oracle has been its huge cloud deals with ChatGPT developer OpenAI – with analysts expressing bullish and bearish views recently.
Oracle shares rose sharply in September after the company said it had met its remaining performance obligations increased by 359% in the final August quarter to $455 billion. The revenue shortfall included a $300 billion cloud infrastructure deal with OpenAI, the Wall Street Journal reported a day later. Until mid-October, Investors reversed course and started concentrating on it Concerns about how Oracle would fund the data center expansion needed to meet its AI needs.
Oracle stock has given up its entire September rally and is now at its lowest level since June.
Deutsche Bank offers bullish Oracle stock view
Deutsche Bank analyst Brad Zelnick defended the losing technology leader in the enterprise sector. He…