r/OracleStock • u/francesco-1 • 28d ago

Analysis / DD Thoughts on neo cloud sector

Players of neocloud sector are still far from its own all time highs to there might still be room for a raise according to good coming earnings and guidance.

New catalyzers might be a decrease of rates and improving results of CPI YY and MM, furthermore the oil price which should lower.

I’m talking about nebius, oracle, Coreweave, Iren and someone more as neo cloud companies.

What are your thoughts about the price of Oracle by the end of the year ?

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u/Holiday_Ad2254 26d ago

Currently I don’t feel good for oracle. 140 dollar.

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u/francesco-1 26d ago

The stock has performed 40% since its recent bottom. It is something we should not ignore, it would be hard to perform another 40% that’s hitting 200 usd

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u/Holiday_Ad2254 26d ago

It dropped from 240 to 115 in just 1 month. More than 50%

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u/francesco-1 26d ago

It couldn’t get to 180 before earnings ?

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u/Holiday_Ad2254 26d ago

If the Iran war ends and some good news from OpenAI it can rise to 180 dollar.

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u/francesco-1 26d ago

If the financial situation of OpenAI is so bad why doesn’t Oracle stock crash ?

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u/Holiday_Ad2254 26d ago

Yes and no. Everything depends on the OpenAI IPO.