Oracle's AI Spend Outruns Cloud Revenues: What's Ahead for the Stock?
Oracle's fiscal 2026 capex jumped 162% to $55.7B, while free cash flow fell to negative $23.7B. Oracle's cloud revenues rose 47% in fiscal Q4, with IaaS up 93% and RPO reaching $638B. ORCL forecasts $90B fiscal 2027 revenues, 18% non-GAAP EPS growth and 58-64% Q1 cloud growth.
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Oracle's fiscal 2026 capex jumped 162% to $55.7B, while free cash flow fell to negative $23.7B. Oracle's cloud revenues rose 47% in fiscal Q4, with IaaS up 93% and RPO reaching $638B. ORCL forecasts $90B fiscal 2027 revenues, 18% non-GAAP EPS growth and 58-64% Q1 cloud growth.
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