Elena Nikulina

Peter Berezin sees Oracle under pressure amid capex concerns

Peter Berezin sees Oracle under pressure amid capex concerns
@PeterBerezinBCA: Oracle faces capex scrutiny

Peter Berezin highlights that while the 2026 estimates for some companies might be revised higher, the outlook for 2027 and 2028 has remained flat.

He points out that companies like Oracle are facing consequences for escalating their capital expenditures, raising doubts about the sustainability of rising 2026 forecasts.

Berezin’s tempered perspective on forward-looking earnings aligns with his broader concerns about financial market assumptions, such as his earlier examination of the US dollar's stability despite robust equity inflows. For a deeper look at these underlying market risks, see his analysis in "Peter Berezin questions US dollar's stability despite equity inflows."

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