Jim Cramer on Oracle: $664B Backlog Signals Major Shift in Company's Growth Trajectory

Down 50% Over the Past Year, Is It Time to Back Up the Truck and Buy Oracle Stock as Revenue Surges?

Oracle shares have crashed on concerns over its AI infrastructure spending.

Oracle Stock: Above-Average Long-Term Stock Gains Are Likely (NYSE:ORCL)

Oracle looks undervalued as cloud infrastructure and AI demand surge. Click for more on ORCL stock.

Jim Cramer on Oracle: $664B Backlog Signals Major Shift in Company's Growth Trajectory

The post Jim Cramer on Oracle: $664B Backlog Signals Major Shift in Company’s Growth Trajectory appeared first on 24/7 Wall St.. Jim Cramer used his September 11, 2026 episode of Mad Money to walk viewers through what he called the most important line on Oracle’s Q1 balance sheet: the revenue backlog. His verdict on the scale of that backlog was direct. “We’re talking roughly $332 billion worth of contracted business. Two years ago that backlog …

Surging cloud revenue boosted Oracle’s quarterly results. Here’s what analysts are saying

The software giant reported a surge in cloud infrastructure revenue during its latest quarter. Here's what Wall Street analysts are saying.

Oracle Stock Jumps as AI Cloud Backlog Reaches $664B

Oracle shares rose nearly 8% in extended trading on September 10 after the company reported booking more than $30 billion in additional AI cloud contracts during the first quarter of fiscal 2027, lifting remaining performance obligations to $664 billion. The backlog was up $209 billion from a year...

Morgan Stanley revamps Oracle stock price target

has been a goliath in enterprise technology for decades. Lately, Oracle Cloud Infrastructure (OCI) has emerged as the primary growth engine because of the AI boom. Oracle just delivered a very solid quarter. Cloud infrastructure revenue grew 121% year over year. Total revenue hit $19.3 billion, up…