TLDROracle shares have declined 24% across nine consecutive trading sessions, marking the longest losing streak since late 2021.ORCL is trading 57% below its all-time peak of $345.72 reached on September 10, 2025.Wall Street remains optimistic with 84% of analysts maintaining Buy ratings and a consensus target of $254.84.Rising capital expenditures for AI infrastructure and a debt-to-equity ratio of 3.21 are fueling investor anxiety.Jeffrey Henley, Vice Chairman, liquidated $63.7 million in shares on June 24 through a scheduled trading arrangement.Oracle (ORCL) shares started Friday’s session at $140.27, extending a relentless decline that has shaken investor confidence even as Wall Street analysts maintain overwhelmingly positive outlooks.Oracle Corporation, ORCLThe database and cloud computing giant has suffered losses for nine consecutive trading sessions, shedding 24% during this period. This represents ORCL’s most prolonged losing streak since December 2021.Taking a broader view reveals even steeper losses. From its 2026 peak of $248.15 reached on June 1, Oracle has declined on 18 of the last 22 trading days. Compared to its record closing price of $345.72 from September 10, 2025, the stock has plummeted 57%.The decline appears particularly striking given the broader market context. The iShares Expanded Tech-Software Sector ETF (IGV) has climbed more than 10% over the most recent five-day period. Oracle’s trajectory stands in stark contrast.Wall Street Maintains Strong ConvictionDespite the selloff, analyst sentiment remains remarkably bullish. According to FactSet data, 84% of analysts covering ORCL maintain Buy ratings—the highest concentration of Buy recommendations in approximately two decades, with the exception of a brief window in May 2011.The consensus price target among analysts stands at $254.84, suggesting approximately 82% potential upside from Thursday’s closing level.Mizuho’s Siti Panigrahi holds a $320 price target and identifies Oracle as a top firm selection, highlighting its comprehensive AI technology stack spanning database management, infrastructure services, and application platforms. KeyBanc analysts maintain a $300 target alongside an Overweight rating, noting last month their growing confidence that operational expense expansion will remain controlled.Piper Sandler elevated its price objective to $225 with an Overweight designation. Bank of America adjusted its target to $240 while maintaining a Buy recommendation. The aggregate view across 38 analysts indicates a Moderate Buy rating with a mean target of $268.27.Infrastructure Investment and Leverage Create HeadwindsInvestor apprehension doesn’t stem from Oracle’s operational results—the company surpassed Q4 earnings expectations, delivering $2.11 earnings per share versus the $1.96 consensus, while revenue reached $19.18 billion, representing 20.6% year-over-year growth.The unease centers on the magnitude of Oracle’s spending commitments. The company is deploying significant capital toward AI infrastructure development, and Mizuho’s Panigrahi observed that Oracle will likely require external financing to support these capital expenditure requirements. He identified “financing challenges” as a material concern.The company’s current debt-to-equity ratio of 3.21 has become increasingly difficult for investors to overlook.Oracle has also disclosed potential profitability risks related to AI data center operations in recent regulatory submissions, intensifying investor concerns about whether the AI infrastructure buildout will generate returns on a timeframe that satisfies market expectations.Vice Chairman Jeffrey Henley divested 400,000 ORCL shares on June 24 at an average price of $159.16, totaling $63.7 million. This transaction occurred under a predetermined Rule 10b5-1 trading arrangement and reduced his direct ownership position by half.Oracle’s 52-week low currently sits at $134.57. With shares trading at $140.27, that support level looms nearby.The post Oracle (ORCL) Stock Plunges 24% in Nine Days — But Wall Street Sees Huge Upside appeared first on Blockonomi.