{"id":14562,"date":"2026-04-23T20:00:10","date_gmt":"2026-04-23T20:00:10","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/14562\/"},"modified":"2026-04-23T20:00:10","modified_gmt":"2026-04-23T20:00:10","slug":"oracle-ai-database-agent-deal-with-google-cloud-and-the-valuation-question","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/14562\/","title":{"rendered":"Oracle AI Database Agent Deal With Google Cloud And The Valuation Question"},"content":{"rendered":"<p> On April 22, Oracle (NYSE:ORCL) expanded its partnership with Google Cloud, introducing an AI Database Agent for Gemini Enterprise. The new tool lets joint customers query Oracle databases in natural language and automate workflows without traditional coding. The partnership adds deeper integration with Google BigQuery and wider regional coverage for Oracle databases on Google Cloud.  <\/p>\n<p>Oracle, trading at $187.5, has seen its share price move sharply in recent periods, with a 10.4% return over the past week and 21.5% over the past month. The stock is also up 44.1% over the past year and 168.3% over five years, which puts recent product news into a context of strong longer term share performance.<\/p>\n<p>The new AI Database Agent and tighter link to Google Cloud workflows could be an important data point for how NYSE:ORCL is positioning its AI stack for large enterprises that already rely on Oracle databases. Investors may watch how quickly joint customers adopt these AI tools, and whether deeper multicloud usage starts to show up in future product updates and customer wins.<\/p>\n<p>Stay updated on the most important news stories for <a href=\"https:\/\/www.simplywall.st\/stocks\/us\/software\/nyse-orcl\/oracle\/valuation\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"news_stay_updated_cta\" class=\"company-report-links\">Oracle<\/a> by adding it to your <a href=\"https:\/\/simplywall.st\/features\/stock-watchlist\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"news_stay_updated_cta\" class=\"company-report-links\">watchlist<\/a> or <a href=\"https:\/\/simplywall.st\/features\/portfolio\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"news_stay_updated_cta\" class=\"company-report-links\">portfolio<\/a>. Alternatively, explore our <a href=\"https:\/\/simplywall.st\/stock\/NYSE\/ORCL\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"news_stay_updated_cta\" class=\"company-report-links\">Community<\/a> to discover new perspectives on Oracle.<\/p>\n<p> <a href=\"https:\/\/www.simplywall.st\/stocks\/us\/software\/nyse-orcl\/oracle\/future\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"infographic\" class=\"company-report-links\"><img decoding=\"async\" src=\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/04\/1776974410_348_earnings-and-revenue-growth.png\" loading=\"lazy\" alt=\"NYSE:ORCL Earnings &amp; Revenue Growth as at Apr 2026\" width=\"746\" height=\"476\" class=\"sc-3204b94-0 iJdSPa\"\/><\/a>NYSE:ORCL Earnings &amp; Revenue Growth as at Apr 2026 <\/p>\n<p><a href=\"https:\/\/www.simplywall.st\/stocks\/us\/software\/nyse-orcl\/oracle\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" data-vars-link-type=\"cta_news_full_picture\" class=\"company-report-links\">\ud83d\udcf0 Beyond the headline: 3 risks and 3 things going right for Oracle that every investor should see.<\/a><\/p>\n<p> Quick Assessment  \u2705 Price vs Analyst Target: At US$187.50 vs a consensus target of about US$243.87, Oracle trades roughly 23% below where analysts cluster. \u2705 Simply Wall St Valuation: Simply Wall St estimates the shares are trading about 30.2% below fair value, suggesting a discount to its modelled worth. \u2705 Recent Momentum: A 30 day return of roughly 21.5% shows strong short term price momentum into this AI partnership news.  <\/p>\n<p>There is only one way to know the right time to buy, sell or hold Oracle. Head to the Simply Wall St<br \/>\n<a href=\"https:\/\/www.simplywall.st\/stocks\/us\/software\/nyse-orcl\/oracle\/valuation\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"company-report-links\">company report for the latest analysis of Oracle&#8217;s Fair Value<\/a>.<\/p>\n<p> Key Considerations  \ud83d\udcca The AI Database Agent with Google Cloud ties Oracle&#8217;s core database business more tightly to enterprise AI workloads and multicloud usage. \ud83d\udcca Watch how AI related revenue disclosures, customer adoption metrics and any updates on Google Cloud regions using Oracle databases evolve from here. \u26a0\ufe0f Oracle still carries debt that is not well covered by operating cash flow, so assess balance sheet strength alongside any AI related enthusiasm.  Dig Deeper <\/p>\n<p>For the full picture including more risks and rewards, check out the<br \/>\n<a href=\"https:\/\/www.simplywall.st\/stocks\/us\/software\/nyse-orcl\/oracle\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"company-report-links\">complete Oracle analysis<\/a>. Alternatively, you can check out the<br \/>\n<a href=\"https:\/\/www.simplywall.st\/stock\/NYSE\/ORCL\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"company-report-links\">community page for Oracle<\/a> to see how other investors believe this latest news will impact the company&#8217;s narrative.<\/p>\n<p> This article by Simply Wall St is general in nature. We provide commentary based on historical data<br \/>\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your<br \/>\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.<br \/>\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.<br \/>\n    Simply Wall St has no position in any stocks mentioned.<\/p>\n<p>New: AI Stock Screener &amp; Alerts<\/p>\n<p>Our new AI Stock Screener scans the market every day to uncover opportunities.<\/p>\n<p>\u2022 Dividend Powerhouses (3%+ Yield)<br \/>\u2022 Undervalued Small Caps with Insider Buying<br \/>\u2022 High growth Tech and AI Companies<\/p>\n<p>Or build your own from over 50 metrics.<\/p>\n<p><a href=\"https:\/\/simplywall.st\/features\/stock-screener\" target=\"_blank\" class=\"sc-kuACkN kjLJKA !text-[--s-button-primary-color-text] !no-underline\" data-focus=\"dashed\" rel=\"nofollow noopener\">Explore Now for Free<\/a><\/p>\n<p class=\"sc-3204b94-2 cZQCtj\">Have feedback on this article? Concerned about the content? <a href=\"https:\/\/investor-research.typeform.com\/to\/wvg6MFri#feedback_token=NDUzNTc1NjowYjFhZTgyNjkzMzhmMTM0&amp;company=NYSE:ORCL&amp;blueprintid=4535756\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Get in touch<\/a> with us directly. Alternatively, email <a href=\"https:\/\/simplywall.st\/stocks\/us\/software\/nyse-orcl\/oracle\/news\/mailto:editorial-team@simplywallst.com?subject=Re%3A%20Your%20article%20on%20NYSE%3AORCL%20(news)%20from%2023rd%20April%202026\" rel=\"nofollow noopener\" target=\"_blank\">editorial-team@simplywallst.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"On April 22, Oracle (NYSE:ORCL) expanded its partnership with Google Cloud, introducing an AI Database Agent for Gemini&hellip;\n","protected":false},"author":2,"featured_media":3539,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[24,132,1429],"class_list":{"0":"post-14562","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-google","8":"tag-ai","9":"tag-google","10":"tag-google-ai"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/14562","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=14562"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/14562\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/3539"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=14562"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=14562"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=14562"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}