Jim Cramer on Oracle: $664B Backlog Signals Major Shift in Company's Growth Trajectory

Down 50% Over the Past Year, Is It Time to Back Up the Truck and Buy Oracle Stock as Revenue Surges?

Oracle shares have crashed on concerns over its AI infrastructure spending.

Oracle Stock: Above-Average Long-Term Stock Gains Are Likely (NYSE:ORCL)

Oracle looks undervalued as cloud infrastructure and AI demand surge. Click for more on ORCL stock.

Jim Cramer on Oracle: $664B Backlog Signals Major Shift in Company's Growth Trajectory

The post Jim Cramer on Oracle: $664B Backlog Signals Major Shift in Company’s Growth Trajectory appeared first on 24/7 Wall St.. Jim Cramer used his September 11, 2026 episode of Mad Money to walk viewers through what he called the most important line on Oracle’s Q1 balance sheet: the revenue backlog. His verdict on the scale of that backlog was direct. “We’re talking roughly $332 billion worth of contracted business. Two years ago that backlog …

Surging cloud revenue boosted Oracle’s quarterly results. Here’s what analysts are saying

The software giant reported a surge in cloud infrastructure revenue during its latest quarter. Here's what Wall Street analysts are saying.

Oracle Restructuring Costs Could Reach US$2.8 Billion as AI Spending Grows

Oracle’s restructuring bill could reach roughly US$2.8 billion after the company added about US$700 million to the plan. In a regulatory filing, Oracle said the estimated cost stood at up to US$2.1 billion as of 31 August 2026. Management expanded the programme after the quarter ended to cover additional measures. Oracle did not disclose what [...]

Oracle layoffs deepen as AI costs rise

Oracle is cutting more jobs as it struggles to balance heavy spending on artificial intelligence (AI) infrastructure with financial pressures. The company disclosed in a regulatory filing that it will take on an additional $700 million in restructuring charges, lifting the total cost of its fiscal 2026 plan to $2.8 billion. Most of this money [...]