dailyloe.com – Oracle stock has plunged more than 57% from its all-time high in September 2025. As of April 11, 2026, shares traded around $138. A broad technology sell-off and investor concerns over capital spending drove the decline. This drop presents a potential buying window for opportunistic investors.
The company holds a massive backlog of future business. Oracle’s Remaining Performance Obligations reached $553 billion in Q3 of fiscal 2026. This figure represents a 325% increase compared to the previous year. The backlog provides high revenue visibility for the coming years.
Oracle’s latest quarterly report showed strong overall growth. Total revenue increased by 22% year over year. The cloud infrastructure division reported a spectacular 84% revenue jump. That segment is now approaching $5 billion in revenue.
The company plans to continue aggressive capital expenditures. This spending is largely justified by strong demand and the huge backlog. Oracle reaffirmed its fiscal 2026 guidance and raised its 2027 outlook. The company believes revenue could reach $90 billion in 2027.
Recent volatility has made the stock’s valuation more attractive. The forward price-to-earnings ratio is now about 18. The enterprise value-to-EBITDA ratio is approximately 17.5. These metrics suggest a more reasonable price than in fall 2025.
Long-term investors may see the 2026 downturn as an opportunity. The stock’s rough patch could be a chance to buy at a lower price. Oracle has high revenue visibility for at least the next couple of years. Now might be the time to purchase Oracle stock.
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Source: Yahoo Finance
