Added to YB: 2025-09-29
Pitch date: 2025-09-26
ORCL [neutral]
Oracle Corporation
-33.13%
current return
Author Info
Long-term Investing is an investment advisor who shares long-term investment ideas in their newsletter. 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
$284.11
Price Target
N/A
Dividend
0.90%
EV/EBITDA
26.42
P/E
41.87
EV/Sales
12.13
Sector
Software
Category
N/A
Oracle Inc. - $ORCL
ORCL (overview): Raised massive $26bn debt (up from planned $15bn) to fund $35bn capex for AI/cloud expansion. Total debt now $111bn vs $85bn prior. At 3.9x debt/EBITDA, risks junk rating if exceeds 4x. Has ~$37bn cash for 12mo capex but tight funding after. May need equity raise at $250 vs shares bought $50-90. Down 6% on dilution fears.
Read full article (3 min)