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Added to YB: 2025-10-31

Pitch date: 2025-09-30

ORCL [neutral]

Oracle Corporation

-31.74%

current return

Author Info

No bio for this author

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:
First Eagle Global Fund Portfolio Holding: Oracle Corporation

ORCL (holding update): Large enterprise software co reported significant backlog increase including substantial 5-year cloud contract with OpenAI. Expect near-term revenue boost with expanding margins over time from these cloud revenues.

Read full article (1 min)