{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"ORCL Stock: Oracle’s $638B AI Backlog Explodes But the Stock Falls Q4 FY2026","slug":"orcl-stock-oracle-s-638b-ai-backlog-explodes-but-the-stock-falls-q4-fy2026","published_at":"2026-06-10T21:05:58+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/orcl-stock-oracle-s-638b-ai-backlog-explodes-but-the-stock-falls-q4-fy2026","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/orcl-stock-oracle-s-638b-ai-backlog-explodes-but-the-stock-falls-q4-fy2026/","audio_url":"https://mcdn.podbean.com/mf/web/77kc4jhveujkc4mi/ORCL-Q4-FY2026-PipelineX-Oracle_FULL.mp3","summary":"ORCL (Oracle) reported Q4 FY2026 earnings on 2026-06-10. Stock fell 2.2% on the print. Here's the breakdown: Is ORCL a buy, hold, or sell after this quarter? In this Oracle (ORCL) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear price-aware Buy / Hold / Avoid Call and a Wall Street consensus comparison. If you follow Technology stocks or ORCL earnings, this is the Q4 FY2026 deep dive. 🎧 Listen on Podbean: https://chargedalpha.podbean.com (also on Apple Podcasts & Spotify) 🔔 Subscribe for daily earnings deep-dives → @ChargedAlpha | Call tracker: chargedalpha.com THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $201.26 - HOLD - BUY below $165.00 with $145.00 stop - AVOID above $270.00 TRIGGER: OCI revenue converting on plan AND free cash flow inflecting back toward positive WINDOW: Minimum through Q1 FY2027 earnings (September 2026) TRACKER: chargedalpha.com WALL STREET CONSENSUS - Ratings: 9 Strong Buy / 19 Buy / 11 Hold / 2 Sell / 0 Strong Sell - BUY - Median 12-month price target: $240.00 (range $150 - $320) - Charged Alpha vs consensus: MORE CAUTIOUS THESIS Oracle has booked a $638B AI-cloud backlog and is building the datacenter capacity to deliver it - the business model now depends on converting that RPO faster than the debt-financed capex burden compounds. Bull lever: RPO of $638B (+$85B sequentially), OCI up 93%, a credible path to $90B in FY2027 revenue, and the steepest revenue acceleration in Oracle's history. If FCF inflects as capex normalizes, $201 is cheap. Key risk: FY2026 free cash flow of negative ~$24B, $125B net debt, and ~$40B of FY2027 financing make this a leveraged b…","meta_description":"ORCL (Oracle) reported Q4 FY2026 earnings on 2026-06-10. Stock fell 2.2% on the print. Here's the breakdown: Is ORCL a buy, hold, or sell after this quart…","key_points":[],"chapters":[],"topics":[],"duration_seconds":675,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/orcl-stock-oracle-s-638b-ai-backlog-explodes-but-the-stock-falls-q4-fy2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/orcl-stock-oracle-s-638b-ai-backlog-explodes-but-the-stock-falls-q4-fy2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}