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Oracle’s 37% Plunge Tests Investor Faith in AI Infrastructure Bet

Oracle’s 37% Plunge Tests Investor Faith in AI Infrastructure Bet

Author:

Global Cryptocurrency

Published:

2025-12-09 10:50:03

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BTCCSquare news:

Oracle shares have cratered 37% from September's $346 peak to $217, erasing $140 billion in market value as Wall Street questions the company's aggressive AI infrastructure spending. The stock now trades at 27x forward earnings - a steep discount to Microsoft's 32x multiple.

Mizuho analysts see opportunity in the wreckage, maintaining a $400 price target. "This is classic growth stock volatility," said analyst Gregg Moskowitz. "Oracle's cloud momentum remains intact despite balance sheet concerns."

December 10 earnings will prove pivotal. Analysts expect $1.64 EPS on $16.19 billion revenue - numbers that must justify Oracle's $50 billion AI data center buildout. The company has become a Leveraged play on AI adoption, with debt fueling expansion before cash flows materialize.

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