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The Contractual Backlog The Oracle Stock Bears Keep Missing
Trefis79d agobearish
The Contractual Backlog The Oracle Stock Bears Keep Missing

Oracle (ORCL) stock has had a rough year, down 37% while the market climbed. The reason for the pessimism is plain to see: a colossal spending plan to build out its cloud infrastructure. Investors are worried about the cost, the execution risk, and the impact on near-term margins. But the stock's low price appears to give little credit for the one number that reframes that entire risk: the company's Remaining Performance Obligations, or RPO.

Palo Alto Networks (PANW) Teams With IBM And Red Hat As Fair Value Debate Heats Up
Simply Wall St.80d agoneutral
Palo Alto Networks (PANW) Teams With IBM And Red Hat As Fair Value Debate Heats Up

Palo Alto Networks (PANW) stock has been in focus after the company announced a collaboration with IBM and Red Hat to pair its virtual patching technology with Project Lightwell’s software remediation framework. See our latest analysis for Palo Alto Networks. The IBM and Red Hat collaboration comes at a time when Palo Alto Networks’ share price has been in a strong upswing, with a 30-day share price return of 31.42% and a year-to-date share price return of 99.33%. The 5-year total shareholder...

IBM (IBM) Stock Looks Below Fair Value Despite Cautious Checks
Simply Wall St.80d agoneutral
IBM (IBM) Stock Looks Below Fair Value Despite Cautious Checks

International Business Machines stock has delivered a very strong 170.6% return over the past five years, yet current valuation checks send a mixed signal, with the Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples both pointing to upside while the broader scorecard looks cautious. The 170.6% five year return suggests investors have already re-rated IBM significantly. Any further upside case now rests more heavily on the underlying cash flow story. Recent progress in...

Cramer Says Forget the Data-Center Darlings. This ‘Boring’ AI Stock at 22x Is the Buy.
24/7 Wall St.80d agobullish
Cramer Says Forget the Data-Center Darlings. This ‘Boring’ AI Stock at 22x Is the Buy.

Jim Cramer spent his July 6, 2026 Stop Trading segment pointing away from the obvious AI trade. While traders chase every hyperscaler capex beneficiary and GPU adjacency they can find, he told viewers to “check, without the cauldron of the data center, [they] should be looking at IBM.” His pitch leaned on a fresh Bank ... Cramer Says Forget the Data-Center Darlings. This ‘Boring’ AI Stock at 22x Is the Buy.