Professional
Added to YB: 2025-09-11
Pitch date: 2025-07-15
ORCL [neutral]
Oracle Corporation
-33.24%
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
$448.8B
Pitch Price
$234.47
Price Target
N/A
Dividend
1.28%
EV/EBITDA
19.75
P/E
29.32
EV/Sales
9.20
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.
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