Added to YB: 2025-09-18
Pitch date: 2025-09-17
ORCL [bullish]
Oracle Corporation
-51.76%
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
$421.0B
Pitch Price
$301.71
Price Target
460.00 (+216%)
Dividend
1.37%
EV/EBITDA
18.39
P/E
26.27
EV/Sales
8.58
Sector
Software
Category
special_situation
Show full summary:
TikTok Deal Could Add 50% to Oracle’s Value
ORCL: Oracle positioned to capture 80% stake in TikTok's US business via restructuring, potentially boosting US TikTok revenue from $15B to $30-40B. Oracle could fold TikTok's cloud ops into its platform, targeting $400-500B valuation (+50% upside). Ellison-Trump alignment adds political tailwinds.
Read full article (2 min)