That move has fueled significant gains, with the stock up 66.82% over the past 52 weeks and 68.92% year-to-date (YTD), raising concerns that its market value may be running ahead of business fundamentals. A recent report from Rothschild downgraded the stock to “Sell,” warning that the market may be overestimating Oracle’s growth prospects, even with its highly visible role in projects like Stargate. Oracle’s Real Growth TrajectoryThe expansion of Oracle Fusion Cloud Service through its partnership with Infobip brought direct WhatsApp and SMS integration, giving businesses on Oracle Cloud Marketplace more ways to connect with customers. Growth in security came from a partnership with Centroid Systems and Stellar Cyber, which introduced managed security services built on Oracle Cloud Infrastructure. While Wall Street stays broadly optimistic, the sharp “Sell” from Rothschild highlights that expectations may be running ahead of reality.