Oracle Stock Plunges 58.7% Despite Record $455B Cloud Backlog

Oracle's massive cloud infrastructure backlog hasn't translated into investor confidence, as shares have tumbled dramatically since the September announcement.

⬤ Oracle Corporation announced a record cloud backlog of $455 billion in September 2025, but ORCL shares have tumbled rather than rallied on the news, currently trading around $142.82 after a steep decline.

⬤ The stock has crashed approximately 41.53% over the past three months alone, with total losses since the backlog announcement reaching about 58.7%, marking one of the most dramatic valuation shifts among major tech companies.

⬤ Market observers have dubbed this the "OpenAI effect," suggesting that the broader artificial intelligence hype cycle may be losing momentum as investors reassess which tech companies will actually capture AI-driven revenue growth.

⬤ The disconnect between Oracle's record backlog numbers and its cratering stock price suggests investors are questioning either the quality of the backlog, the timeline for revenue conversion, or the company's ability to compete in the rapidly evolving cloud infrastructure market.

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Alex Dudov E-mail

Alex has been creating articles for several crypto projects for three years. He is interested in cryptocurrencies and financial markets, more so in cryptocurrencies.