Oracle shares fall about 3% on the $50 billion funding plan

Oracle shares fell roughly 3% on February 2, 2026, the first trading day after the funding plan was announced. Investors focused on dilution from up to $20 billion of new stock sales, and UBS warned that stock sales of that size may not be warmly received by all equity holders. The shares traded near $160 that day.

• Shares down about 3% on February 2, 2026 (one source's key stats show -2.8%)
• Share price near $160 on the day
• UBS: raising $20 billion to $25 billion from stock sales 'may not be warmly received by all equity holders'
• Market focus was dilution, even though the funding targets contracted demand from major customers