#stockprice

Oracle ran up hard into late 2024 on AI and cloud optimism, pushing valuation well above its historical range. As rates stay higher for longer, the market is rotating out of expensive AI-adjacent names and back toward near-term cash flow certainty.

At the same time, Oracle's cloud growth narrative is under scrutiny. OCI is growing, but not fast enough to justify premium multiples versus hyperscalers like AWS and Azure. Any hint of slower bookings, margin pressure from data center spend, or conservative guidance has been enough to trigger derisking.

I get we're not rolling in the bucks but are your teams getting the usual 3% increases? My manager hinted not to expect anything unless you were a 5 or on a visible deal. Are we prepping for RIF 2.0 or just my team isn't getting raises this year

https://siliconangle.com/2026/02/10/teradata-tops-expectations-public-cloud-momentum-stock-surges/

We're crushing it!! Good work everyone ♥️

GL team! I am out! best of luck all.

Shares of Gemini dropped over 14%. Three senior executives are departing the company. This includes the Chief Operating Officer, Chief Financial Officer, and Chief Legal Officer. These changes are part of a broader restructuring effort. The company also reduced its global workforce by 25% and scaled back foreign operations.

https://coinpaper.com/14699/gemi-stock-forecast-crypto-exchange-gemini-layoffs-trigger-15-decline

The company value is decreasing - steady.
Now Dxc is worth only 2.2 B$.

When will the next CEO come bring his cronies?

Finally, a weekday that we're not going down!! Congrats! Our stock looks pretty steady today!

Is Rick going to put on his big boy pants and go on CNBC to talk about the AI mess causing the stock slide? Or is he going to run and bring in the mercenaries

Told you so. 2-2-26 $315. 2-11-26 $275. Stay away. Stay far far away.

A putrid odor fills the air,
A scent of ruin and despair,
Like rotten eggs and old, wet trash,
It hits the nose with sudden crash.
It lingers in the stagnant room,
A heavy, green, and choking gloom,
That makes you gag and hold your breath,
A foul scent, mimicking death.

Another. New. Low.

and please try not to be all doom and gloom

The market likes what is happening.

What is the long-term value creation for shareholders that leadership is constantly talking about?

Cisco’s P/E ratio is 33+ - higher than Google, Amazon, Meta and Netflix. That’s crazy- Wall Street is valuing Cisco higher than all these other companies!

If I have one regret about not being in Cisco it’s this: stock was dead for many years and now that I’m no longer in, has taken off like a rocket! Just my luck I guess, don’t think anything changed significantly but the external perceptions sure have.

Queue more layoffs to compensate.

It dipped again, with some post-close recovery. The positive earnings momentum lasted a grand total of one day.

KR’s change program coming full circle

Stock now lower than before she joined

Paid off. She got her bonus.

Is anybody else worried? It's not as if they need an excuse for more layoffs, but this is as convenient as it gets.

Anyone have any predictions for earnings next week?

With the stock in the 50s currently, anything but massively overachieving would be a disaster.

2025 had a brilliant divestiture and acquisition. What will 2026 bring?
The DL on Suriname
Is Alaska a distraction?
Leadership survives another year
Stock price estimate 12/2026

$1 trillion valuation first for non tech company. Stock thru the roof. And here is Nike claiming to be a tech company under JD and continuing to underwhelm both in tech and product.
Sure it's not a 1 to 1 comparison but goes to show competent leadership can weather headwinds like tariffs which if anything expose Walmart equally if not more! And BTW a lot of the Walmart growth is attributed to astute use of technology.
Few years back had the opportunity to join Walmart tech, back then Nike was the cool kid so I didn't consider it... Dang it!

Wow, huge Shoutout to the TR Management Team. I crunched some numbers, and I have made more money shorting the TR stock over the last year than I have on my own commission.

Please allow me to buy you drinks at ASM! Can speak for the other 1000's employees that want you fired, but you are heroes in my book!

In record time. Trimmed some fat and driven the stock price where it hasn't been in years. Keep it going

Down almost 10% today to $51 (a new 52 week low) - what happened?

And it keeps dropping.

This is glorious.

What do Microslop and IBM have in common ?

https://seekingalpha.com/article/4864690-verizon-needs-more-than-stock-buyback

Read some market analysis before getting to excited: For those that don't want to read it here is the article summary:

Takeaway
The key investor takeaway is that Verizon hasn't improved the business to warrant the excitement. The wireless giant is actually just going down the path of cutting costs and capex spending for apparent short-term benefits that didn't work at the CEO's prior job.

Investors should use this rally to unload the stock.

Another. Another. New. Low.
https://m.youtube.com/watch?v=It-IuKPJk0c

Oxy involved in a major divestment or is purchased as a reserves play?
Leadership direction and composition?
Stock price and fundamentals?
Overal morale and employee engagement?

SAP Stock Drops 15% After Earnings. Europe’s Tech Darling Can’t Play With the Big Boys.

SAP stock tumbled Thursday after the German software company reported better-than-expected earnings but disappointed investors with weaker-than-anticipated cloud revenue growth.

https://www.barrons.com/articles/sap-earnings-stock-price-6e124de8

SAP’s American depositary receipts fell about 15% in early trading to roughly $200, putting the stock on track for its steepest one-day decline in more than five years. The S&P 500 was roughly flat.

The company reported fourth-quarter non-IFRS earnings of 1.62 euros per share on revenue of €9.68 billion, up 3% from a year earlier. Analysts had expected earnings of 1.51 euros per share on revenue of €9.75 billion, according to FactSet.

The primary concern for investors was SAP’s cloud business, which has benefited in recent years from demand tied to artificial intelligence. Cloud revenue rose 19% year over year to €5.61 billion, but came in slightly below Wall Street expectations of €5.64 billion.

For the current fiscal year, SAP forecast cloud revenue of between €25.8 billion and €26.2 billion. The midpoint of that range is slightly above analysts’ consensus estimate of €25.98 billion.

The company said several large customers, including Lockheed Martin and Rolls-Royce Holdings, signed deals during the quarter. Still, SAP acknowledged some hesitation among customers amid geopolitical uncertainty. Chief Financial Officer Dominik Asam said the company saw deal slippage in the quarter due to rising geopolitical tensions.

SAP’s results followed a weak reaction a day earlier to Microsoft’s cloud earnings, which also raised concerns about slowing growth in the sector.

The company’s board authorized a new share buyback program of up to €10 billion, set to run from February 2026 through the end of 2027.

SAP is one of Europe’s largest technology companies, with a market value of about $267 billion. That is significantly smaller than Microsoft, but comparable to large U.S. software peers such as Oracle and Salesforce.

Through Wednesday’s close, SAP shares were down 9.1% for the year. Over the same period, Salesforce shares had fallen 9.4%, Microsoft was down 11%, and Oracle had dropped 37%.

Smart minds would bet they had to keep market cap (stock price) at certain point due to covenants in divestiture. Otherwise deal would have been off table. Board needs to start acting like a board

slashing costs like crazy (20% of USELESS CORPORATE BR workforce), going lean and "scrappier," obsessing over customer-first moves, and finally turning heavy 5G investments into real subscriber wins against T-Mobile and AT&T.

Critics whining about outages, support drops, and slow growth? Watch the earnings numbers crush those narratives. Subscriber net adds rebound, margins expand, AI plays kick in. Schulman's proven he turns giants around.
Haters gonna hate, but earnings will shut them up. $VZ to the moon under Schooooolman. 🚀

is this stock going to go !!!!

Stock is in free fall

How low can it go before OT gets taken over for ten bucks a share

Up 5%. Not today haters!

That is not easy to do when most Financials are hitting all time high with the S&P, Congrats FIS Sr. Executives !!!!

Humana stock is almost to covid levels. UHC rebounding today but Humana continues to fall off of Med. Adv. rates.

Is this what Sandip Dorkani meant by 100x, crashing the stock price? 52 week low of 234 could be reached at this point. One disaster after another lately with leadership. Brush up your resume and look elsewhere, the only thing that will 100x now is layoffs, if that is even possible