Oracle: Load Up While The Market Continues To Misprice Delay Risks

Oracle Corporation ( ORCL ) is facing negative public relations due to a force majeure notification related to Project Jupiter. However, this is viewed as proactive risk management rather than a sign of deeper execution issues. Despite a $25 billion revenue risk associated with Project Jupiter, Oracle's FY2027 guidance is expected to remain intact, and significant pessimism is already reflected in ORCL's stock price. The company's backlog conversion and substantial Oracle Cloud Infrastructure (OCI) growth support confidence. Oracle trades at 17 times forward earnings, below the average for big tech companies. The current volatility is seen as an opportunity to increase exposure before significant revenue conversion occurs after FY2027.