Professional
Added to YB: 2025-10-30
Pitch date: 2025-09-30
ORCL [neutral]
Oracle Corporation
-31.74%
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
$635.8B
Pitch Price
$278.32
Price Target
N/A
Dividend
0.90%
EV/EBITDA
26.42
P/E
41.87
EV/Sales
12.13
Sector
Software
Category
growth
Show full summary:
Polen Global Growth Portfolio Holding: Oracle Corporation
ORCL (holding update): Remaining performance obligations surged 359% to $455B in one quarter, driving 30%+ stock rally. Cloud infrastructure demand accelerating as predicted, with Oracle experiencing substantial revenue acceleration. Thesis of cloud providers capturing majority of Gen AI value playing out.
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