Key Moments
- Oracle shares opened almost 12% lower in Frankfurt, mirroring U.S. after-hours declines.
- The company projected sales and profit below analyst expectations.
- Oracle said spending would rise by $15 billion versus earlier estimates, reflecting heavier AI cloud investments.
European Trading Mirrors U.S. After-Hours Weakness
On Dec 11, Oracle shares opened nearly 12% lower in Frankfurt, closely tracking the U.S. after-hours drop in the stock. The move came after the company issued sales and profit forecasts that fell short of Wall Street consensus estimates, pressuring sentiment around the name in both markets.
Worth watching tech giant Oracle – after hours trading share price down 11.5% after a miss on Wall St expectations of revenue growth… its lost a third of its value since late September peak – now trading below $200 having peaked above $300 … amid some AI bubble concerns pic.twitter.com/aAnGmNhHXG
— Faisal Islam (@faisalislam) December 11, 2025
Spending Plans Expand by $15 Billion
Oracle disclosed that its spending would increase by $15 billion compared with its earlier projections. The additional outlays are tied to significant capital investment aimed at attracting and supporting AI cloud-computing customers. The forecast highlighted that these large-scale commitments are not yet translating into profit at the pace many investors had anticipated.
| Metric / Item | Detail |
|---|---|
| Share price move in Frankfurt | Opened almost 12% lower |
| Spending change vs earlier estimate | Increase of $15 billion |
| Backlog (per Jefferies note) | $523B, described as slightly ahead |
Analyst Reaction and Debt Concerns
Jefferies characterized Oracle’s latest performance as mixed, pointing to a backlog figure that exceeded expectations, while also flagging ongoing funding questions tied to AI-related investments.
“Results were mixed with backlog of $523B slightly ahead… Despite management’s commitment to its IG (investment-grade) debt rating, AI debt funding concerns were unresolved,” wrote Jefferies in a note, sticking to its buy rating.
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