Analyst Bearish on Oracle Stock Amid Cloud Valuation Concerns
Oracle Corporation (ORCL) shares fell sharply after Redburn Atlantic analyst Alexander Haissl issued a Sell rating, citing overvaluation of its cloud business. The $175 price target implies a 40% downside from current levels.
Haissl argues Oracle's cloud infrastructure revenue projections are unrealistic, with the market mispricing its lender-like role in single-tenant deployments. Weak non-IaaS growth may soon draw investor scrutiny to fundamental economics.