Added to YB: 2025-06-19
Pitch date: 2025-06-16
ORCL [neutral]
Oracle Corporation
-25.21%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Oracle Corporation offers products and services that address enterprise information technology environments worldwide.
Market Cap
$448.8B
Pitch Price
$209.30
Price Target
300.00 (+92%)
Dividend
1.28%
EV/EBITDA
19.75
P/E
29.32
EV/Sales
9.20
Sector
Software
Category
growth
Show full summary:
Inside the AI Gambit and the $138B Backlog – Why Oracle is Quietly Building the Toll Road for Enterprise AI
ORCL (overview): Oracle building AI Data Tollbooth between enterprise data & LLMs. $138B RPO (+41% YoY) & OCI growth >50% driven by demand outstripping supply. $25B+ CapEx for expansion. Bull case: AI data layer dominance, 20%+ EPS CAGR to $300+; Bear case: execution stumbles, hyperscaler competition, down to $150s.
Read full article (11 min)