Oracle Shares Drop 11% Year-Over-Year, Lagging Cloud and AI Rivals
Oracle shares declined 11% over the past year through February 17, 2026, underperforming major cloud and AI competitors. Investors are evaluating whether the company’s expanding AI services and cloud infrastructure initiatives can help narrow this performance gap.
1. Year-Over-Year Stock Decline
Oracle’s stock fell 11% over the year through February 17, 2026, marking one of its weakest rolling 12-month returns in recent history.
2. Underperformance Versus Cloud and AI Leaders
During the same period, leading cloud and AI companies delivered positive gains, highlighting investor preference for larger-scale AI deployments and broader cloud service portfolios.
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