Added to YB: 2025-09-12
Pitch date: 2025-09-10
ORCL [neutral]
Oracle Corporation
-52.4%
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
$328.90
Price Target
N/A
Dividend
1.28%
EV/EBITDA
19.75
P/E
29.32
EV/Sales
9.20
Sector
Software
Category
growth
Oracle's 1QFY26 Earnings: Strategic Vindication
ORCL (earnings update): $455B contracted future revenue after rebuilding cloud infrastructure optimized for database workloads—architecture dismissed as over-engineering in 2016 now perfect for AI training/inference. OCI revenue projected $18B→$144B by FY30. Multi-cloud database partnerships +1,529% YoY. Risk shifted from demand uncertainty to execution capability.
Read full article (11 min)