Down 55%, Is Oracle Stock a Buy in 2026?
The Motley Fool
by newsfeedback@fool.com (Will Ebiefung)February 14, 2026
AI-Generated Deep Dive Summary
Oracle's stock has fallen significantly, dropping nearly 55% from its all-time high of $345.72 reached in late 2025. This decline has positioned Oracle as a notable underperformer among generative AI stocks. Investors are increasingly concerned about the company's aggressive capital expenditures and whether these investments will yield meaningful returns. Despite spending heavily on AI, there is skepticism about whether this strategy will translate into tangible value creation, especially amid growing debt levels. The signing of a $300 billion deal with OpenAI to build data centers over five years has further fueled concerns about Oracle's financial health and long-term viability.
The article explores the broader context surrounding Oracle's shift toward AI and its implications for future growth. Once known primarily for its enterprise software and cloud services, Oracle has aggressively moved into AI-driven technologies, investing heavily in infrastructure to support generative AI applications. However, this pivot has come at a significant cost, with concerns mounting over whether the company can maintain profitability while managing massive debt obligations tied to its new projects.
For investors considering Oracle as a potential buy in 2026, the stakes are high. While some see the stock's sharp decline as a buying opportunity due to its historically low valuation, others view it as a red flag. The article emphasizes the importance of evaluating whether Oracle's AI investments will ultimately pay off or if they represent a risky misstep that could harm股东 value in the long term.
Ultimately, the situation with Oracle highlights key considerations for investors: the balance between innovation and financial prudence, the risks associated with
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Originally published on The Motley Fool on 2/14/2026