Oracle (ORCL) Reports $638 Billion AI Backlog Amid Debt Concerns
Published on · Source: finance.yahoo.com
AI Summary
Summarized by AI from the source belowOracle (ORCL) holds a $638 billion AI backlog, with over half linked to OpenAI, which raises customer concentration risk. The company’s stock has decreased by 57% from its 52-week high, trading at a P/E ratio of 13.6x. Revenue estimates for FY 2026 anticipate $89.9 billion, growing to $128.6 billion by FY 2027, with EPS expected to rise from $8.09 in FY 2026 to $11.01 in FY 2027. Oracle's aggressive borrowing strategy contrasts with that of peers like Microsoft (MSFT) and Amazon (AMZN), making its expansion reliant on future demand.
Informational only, not financial advice. Content is AI-generated and may contain errors. How this works.
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Amazon is the largest U.S. e-commerce retailer and, through Amazon Web Services (AWS), the leading cloud-infrastructure provider, with growing advertising and logistics arms.
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