# Oracle is Falling Fast. Here's Why This Wall Street Firm Believes The Stock Will Triple in 12 Months

> **Newsylist Open Intelligence Dossier** · First detected: 2026-07-19 08:29 UTC · Category: Business · Sources: 5 · Current Velocity: 2.8

## Executive Summary
Oracle faces a sharp stock decline and credit downgrade amid concerns over its relationship with OpenAI, despite some analysts predicting a massive recovery.

## Intelligence Brief
Oracle is experiencing a significant drop in stock value following a credit rating downgrade by S&P. The agency now places Oracle one notch above junk status, citing that OpenAI accounts for roughly half of a specific metric—though coverage does not specify the exact metric.


Reporting from The Times of India, Business Insider, and Seeking Alpha emphasizes the volatility of Oracle's bonds and Credit Default Swaps. Analysis from Trefis highlights internal risks, while Business Insider suggests the downgrade could serve as a warning sign for other stocks.


Future developments center on the company's financial stability and the validity of a Wall Street firm's projection, reported by 24/7 Wall St., that the stock will triple within 12 months.

## Verified Facts & Key Claims
### Why did S&P downgrade Oracle's rating?
According to The Times of India, the downgrade is linked to Sam Altman and the fact that OpenAI accounts for roughly half of a specific factor.

### What is the current credit status of Oracle?
S&P has rated Oracle one notch above junk status.

### Are there any positive outlooks for the stock?
Yes, coverage from 24/7 Wall St. notes that one Wall Street firm believes the stock will triple in 12 months.

## Key People, Organizations & Locations
OpenAI, Months, Sam Altman, Oracle, Falling Fast Here's Why This Wall Street Firm Believes The Stock Will Triple, Why Oracle, Real Risk Inside Oracle Stock, On Bonds As CDS Goes Wild

## Multi-Source Evidence Table
| Source Outlet | Headline | Published (UTC) | Verification URL |
|---|---|---|---|
| The Times of India | Oracle rating downgraded by S&P, now stands one notch above junk and the reason is Sam Altman; rating agency says: OpenAI accounts for roughly half of ... | 2026-07-17 15:00 | [Source Link](https://news.google.com/rss/articles/CBMizwJBVV95cUxPaXlqZkdRdFJCMWRzWTc1cHduN3BRUlFEOEtYTHNnOWRmUHRIdG9vWVgtOGZmSUhpQWtQdnN0NnJ6WVhrOUZNVHNJZkNheEVsdG83YlEtelpCQVROVUV3RUM1bDE4Yk9YeVgtTUtsUnhaNUhnc3RnVUxXa1VCT25QemhBXzZUNHJNVVVkckZpaDEwNXlWY3lhMzFxNEc1dlBCS2xFLWdlQVdwYldCcEg2ck1TZk5fLXgydUMta2NUVmFiZVdVUnpqY0l1VVdXbXJJNXU1RHk3Ui1MTXo2Q2RVWjJQNzlSSGVQRDhXaFhMSlNubXBudDAtamtRZ18yR1AwanZRRkpYRDlpWHhyRHFkQTV0TjZSeDJoNjVqRlVmR2FqbVNwLWVoQmF6YjNpYmU4NGNYTkFRNDFxYzFIUWtXMVRpbk5PV0NaREFzeklsbw?oc=5) |
| Business Insider | Why Oracle's recent credit downgrade could be a warning sign for stocks | 2026-07-17 15:00 | [Source Link](https://news.google.com/rss/articles/CBMipgFBVV95cUxNNDA4TTZ4dlJTYzZzSGZVY1RXbUtaRFhIX0JPdGFrMDlCR2tFZXM1ODl4a3l5dnVtRDBDdmdXVk01djJYUVQwaVZrRmxXbXV3VjJ4X2thUFRIYXFWRGJjanJsTzZYOXFRQnp2endMQTBYV2pHdWhvSlJnYTJnSDdoQkd5V2FKc1BQMEtxRGtkOGNKajBzekFYd0gtWnFra1k4b2pZZUhB?oc=5) |
| Trefis | The Real Risk Inside Oracle Stock | 2026-07-17 15:00 | [Source Link](https://news.google.com/rss/articles/CBMiiwFBVV95cUxNRGp3UFRUT2djOVp2M1c1VDlITEQyQUwtLVNjd0ZWMEhLalAxaGpqMHlaSDBwaUx5dlFwZW5RVzViblk1WDlNRVE4NWVGZi1rQkZOZWYxQnhHTFFrV1YwZkN5YU4zT2h1Z3JHV0hteDJrLVUxZk1nSDl6ZDVBUWh4cFFXR0lZcWtzRUpJ?oc=5) |
| Seeking Alpha | Oracle: 7.8% On Bonds As CDS Goes Wild | 2026-07-17 15:00 | [Source Link](https://news.google.com/rss/articles/CBMijgFBVV95cUxNQmE2NmRvYV9GaDEyY1ZnUmFycUpwMXdsWUEyb3cySk05N3c4UnktYTNVa1FxbEJaam96TEozN2NQclQwWEpKQVY5NlNFVHZYNFgyNURrclZsT2phenlBWDl4UXRqMGdsZWltd1BVaXpIY2ZFMHBSMUpEWFFfbnJwaXQzZVlsZUxHVzQ0dmV3?oc=5) |
| 24/7 Wall St. | Oracle is Falling Fast. Here's Why This Wall Street Firm Believes The Stock Will Triple in 12 Months | 2026-07-17 15:00 | [Source Link](https://news.google.com/rss/articles/CBMi2gFBVV95cUxOMnhvYW9OZzYzSWdHazFpdlFwUnI3ZmEwNXBQYWg2NWhEdnhneUdfekFMMTFITDAzd2pDZ3VrUl94U3hHUGVkOWFSMnhkcERMNFBJa2JRWWFfcnlLckNsRElsN1A4UC1ZaG9Bb1NTaXIwRW9TRTJIZHdIa2lqYTZfN2tuRF9NeUxUSldGUG5rVV9uMldXcjBoVWhnZ2VOLVdGdDJJSXFzZzdNVDlQYVR6ZkQ2ZHhSYkxmU09wdDdoRThObnVUSDZvUEJaYlhSM3lURUNiRlVORDdaQQ?oc=5) |

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