Professional
Added to YB: 2025-10-10
Pitch date: 2025-09-30
ORCL [neutral]
Oracle Corporation
-47.57%
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
$277.58
Price Target
N/A
Dividend
1.37%
EV/EBITDA
18.39
P/E
26.27
EV/Sales
8.58
Sector
Software
Category
growth
Show full summary:
Mar Vista US Quality Portfolio Holding: Oracle Corporation
ORCL (holding update): RPO surged $317B to $455B on 4 multi-billion contracts with LLM providers. Mgmt targets $144B OCI revenue by FY2030 vs ~$10B FY2025. Emerging as Tier-1 hyperscale cloud peer to MSFT/GOOGL/AMZN. Lower IaaS margins but massive scale drives EPS growth in GenAI market.
Read full article (1 min)