Jim Lebenthal from Cerity Partners thinks now is a good time to buy Oracle after its stock dropped.

Oct 7, 2026, 12:17 PM ETOpinionRead the original at Benzinga

Neutral

Oracle has record cloud revenue and contracted work, but its expansion costs, debt concerns, customer concentration, and facility delays point in different directions. This commentary does not change the company’s outlook.

ORCL · Oracle Corp.

AI read · Neutral

The AI's read

Record cloud sales and contracted work point to strong demand. But the buildout has pushed cash left after spending below zero, raised debt concerns, and faces delays at Project Jupiter. Heavy reliance on one large customer adds another concern, so the facts point in different directions.

Get alerts for ORCL

Follow Oracle Corp. (ORCL) free. When we publish a story about it, you get the plain-English explanation as an alert.

Get alerts for ORCL

Free on the App Store and Google Play, or on the web.