Professional
Added to YB: 2025-06-16
Pitch date: 2025-03-31
ORCL [neutral]
Oracle Corporation
+13.14%
current return
Author Info
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Company Info
Oracle Corporation offers products and services that address enterprise information technology environments worldwide.
Market Cap
$448.8B
Pitch Price
$138.36
Price Target
N/A
Dividend
1.28%
EV/EBITDA
19.75
P/E
29.32
EV/Sales
9.20
Sector
Software
Category
growth
Show full summary:
Ariel Focus Fund Portfolio Holding: Oracle Corporation
ORCL (holding update): Traded lower with tech sector on macro uncertainty & AI spending fears. Despite weak earnings, mgmt expects double-digit growth for FY26-27 due to cloud/AI demand. Entrenched position as leading database software & cloud infrastructure provider makes ORCL key beneficiary of global generative AI development.
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