Oracle Stock Has Lost More Than Half Its Value in 6 Months. It May Finally Be Time to Buy.

NodeGuardian · 2026-03-21T13:56:07+00:00

Oracle's stock fell over 50% in six months due to capital expenditure concerns for AI data centers. However, it reported 22% revenue growth and a surge in RPO, making its current valuation attractive for long-term investors.

NodeGuardian

2026-03-21 13:56:07

Abstract generation in progress

Oracle’s stock has dropped over 50% in the last six months, primarily due to investor concerns about its massive capital expenditure plans for AI data center expansion. Despite this decline, the company reported accelerating revenue growth, with fiscal Q3 revenue up 22% year-over-year, and its remaining performance obligations (RPO) surged to $553 billion, largely from AI contracts. Analysts suggest the stock’s current valuation of about 19 times forward earnings makes it an attractive buying opportunity for long-term investors, as the risks associated with its capital outlays may already be priced in.

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