Buy ORCL by Sep 15, 2026.

Oracle reported Q4 FY2026 a week ago $19.2B revenue (+21% YoY), cloud infrastructure up 93% to $5.8B, EPS of $2.11 beating estimates by 15 cents, and a record $32B in operating cash flow for the year. Backlog sits at $638B. ​ The stock opened 10% lower the next morning and hasn't recovered. It's now at $187 down from $248 just two weeks ago. ​ The market is terrified of the capex number. $55.6B for the year, up 162%. Free cash …