Professional
Added to YB: 2025-09-11
Pitch date: 2025-07-15
ORCL [neutral]
Oracle Corporation
-19.19%
current return
Author Info
No bio for this author
Company Info
Oracle Corporation offers products and services that address enterprise information technology environments worldwide.
Market Cap
$635.8B
Pitch Price
$235.09
Price Target
N/A
Dividend
0.90%
EV/EBITDA
26.42
P/E
41.87
EV/Sales
12.13
Sector
Software
Category
growth
Janus Henderson Forty Fund Portfolio Holding: Oracle Corporation
ORCL (holding update): Strong results w/ significant growth in remaining performance obligations indicating future revenue growth. Successfully established as major cloud provider by securing GPU availability ahead of hyperscalers + architectural decisions enabling smaller compartmentalized vs mega-clouds. Tech advantage winning sovereign deals globally, well-positioned for AI deployment.
Read full article (1 min)