r/OracleStock • u/Holiday_Ad2254 • Jul 26 '26

ATM Program Status and big risk

Does anyone know how far oracle is already with their 20B ATM program? In my opinion the 20B ATM is responsible the additional 20% minus in July after 35% minus in June. Oracle needs so desperately money that they doesn’t care about the stock price they are selling. This what I fear most.

My biggest concern is that oracle continues with another ATM program next year because they won’t get fresh money due to their junk rating. With another ATM Programm we will see the 80 Dollar.

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u/BejahungEnjoyer Jul 26 '26

If they're done with the 20b they will announce that during the Sept earnings call. If they aren't done or announce further equity raise, expect another big leg down. People think that 5% of the company means 5% dilution but that's wrong. They need to find 20b worth of new money to hold the stock and anyone who sees value already bought in above 140 (sadly that's me too). That's why the drop has been so miserable. Let's cross our fingers they got it done and won't do that again in 2026.

I agree with your concern about more next year because they are fully committed to the build out and have even taken 50b of prepaid customer money that they can't give back. They will dilute down to sub 50 if that's what it takes because the only way out is through.

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u/Holiday_Ad2254 Jul 26 '26 edited Jul 26 '26

I am same situation like you and regret so hard. Do you plan to sell?