The Pentagon just awarded Oracle a 10-year software contract worth up to $6.99B.
The stock is still down 39% YTD…
The contract works out to $700M a year, against a $50B revenue base.
- FY2026 CapEx: $55.66B
- FY2026 free cash flow: -$23.69B
S&P cut Oracle to BBB-, one notch above junk.
$ORCL
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