ORCL US · Oracle CorporationMW GOBLIN RESEARCH
Oracle: The Gap Between OCI Growth and Cash Realization
Analysis date
Published
As of 2026-10-23, the growth outlook is positive, but conviction that the shares are undervalued is limited. The quoted price of USD 126.43 is 15.6 times the company's FY27 adjusted EPS guidance. Given power supply risks that remain in October and the burden of capital investment and dilution, verifying cash flow per share takes priority.
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Read the full reportWhat this report covers
- Bringing capacity online and converting contracts into revenue matter more than contract size
- Distinguish customer prepayments and equity issuance from cash returns to shareholders