523 Billion Reasons to Buy Oracle Stock in December

• Oracle banal has taken a important deed successful caller months.

• Oracle’s attack to unreality infrastructure is highly effectual for increasing marketplace share.

• The sell-off successful Oracle is simply a buying opportunity.

• 10 stocks we similar amended than Oracle ›

Oracle (NYSE: ORCL) banal is trading down astir 42% from wherever it was before it announced its fiscal 2026 first-quarter results connected Sept. 9, which included quality of a blockbuster $300 cardinal woody with OpenAI. Following the merchandise of Oracle's latest quarterly results connected Dec. 10, which showcased all-time precocious results and an upbeat forecast, the banal sold disconnected astir 15%. Despite 2 beardown net reports, investors are wary.

Let's look astatine what's dragging down Oracle stock, and spot if investors should beryllium acrophobic astir the maturation banal successful December and successful 2026.

Oracle added $68 cardinal successful remaining show obligations (RPO) successful fiscal 2026's Q2 with the assistance of caller commitments from Meta Platforms, Nvidia, and different companies. RPO accrued by 15% compared to the archetypal 4th and is present a staggering $523 billion. Customers proceed to enactment up for abstraction connected Oracle Cloud Infrastructure (OCI). However, to unlock those orders, Oracle indispensable found an extended and innovative web of information centers.

Oracle's attack to unreality is unsocial due to the fact that it is gathering its ain nationalist unreality done OCI and embeds autochthonal versions of its infrastructure, specified arsenic Oracle Autonomous Database and Oracle Exadata Database Service into Amazon Web Services, Microsoft Azure, and Alphabet-owned Google Cloud to amended show and chopped down connected latency.

This attack is ideally suited for high-performance computing, particularly for customers who already usage Oracle's database services. By natively integrating its services wrong a third-party big cloud, specified arsenic AWS, Azure, oregon Google Cloud, Oracle efficaciously eliminates the important and costly measurement of moving ample information sets betwixt clouds. The strategy encourages customers to utilize Oracle's database services careless of their unreality provider.

For context, Oracle had built 23 multicloud information centers arsenic of August 31, and raised that to 34 arsenic of Nov. 30. Oracle absorption said the institution was much than halfway to completing its extremity of gathering 72 multicloud information centers for the fiscal twelvemonth (ending successful precocious May 2026).

Oracle's banal terms is falling due to the fact that its infrastructure build-out is costly and time-consuming. There's besides interest that Oracle whitethorn not beryllium capable to recognize the afloat $523 cardinal RPO if customers overestimate their capableness needs. But adjacent if immoderate cardinal customers, similar OpenAI, don't recognize the afloat standard of their bookings, Oracle could inactive capable the void from a antithetic customer. However, if determination is simply a downturn successful AI, Oracle could beryllium caught flat-footed with excessive infrastructure and debt, arsenic good arsenic insufficient escaped currency flow.