Jim Cramer on Oracle: $664B Backlog Signals Major Shift in Company’s Growth Trajectory

finance.yahoo.com · 2026-09-12

Oracle just disclosed a backlog figure so large it made Jim Cramer reassess the entire growth story, but the capital costs and insider selling quietly unfolding behind that headline number tell a very different story about what comes next.

TickrTrends take: Oracle's reported 664 billion dollar backlog represents a substantial shift in revenue visibility that could support the undervalued assessment, as this figure suggests the company has secured long-term commitments well beyond typical enterprise software contract cycles. For valuation-focused investors, the critical metric to monitor will be how quickly Oracle converts this backlog into recognized revenue and whether margins expand as cloud infrastructure services gain scale. The combination of a significant order book and the undervalued designation indicates the market may not yet be fully pricing in the earnings power that this backlog could generate over the coming years.

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