Added to YB: 2025-09-18
Pitch date: 2025-09-16
ORCL [neutral]
Oracle Corporation
-38.15%
current return
Author Info
Quality Stocks helps you find valuable insights to become a better investor, discover quality companies, and find investment ideas. Sign up for the newsletter.
Company Info
Oracle Corporation offers products and services that address enterprise information technology environments worldwide.
Market Cap
$635.8B
Pitch Price
$307.16
Price Target
384.00 (+102%)
Dividend
0.90%
EV/EBITDA
26.42
P/E
41.87
EV/Sales
12.13
Sector
Software
Category
growth
Stock of the Week: Oracle, the New Hyperscaler
ORCL (wait for pullback): Cloud revenue +27%, massive $455B RPO (+359%) driven by $300B OpenAI deal over 5 years. Emerged as new hyperscaler alongside MSFT/AMZN. Multiple analyst upgrades to $300-384 targets. However, 60x P/E & 75% YTD gains may price in optimism. Execution risks on OpenAI scaling. Wait for pullback to $250/$192/$125 zones.
Read full article (2 min)