Added to YB: 2025-12-12
Pitch date: 2025-12-10
ORCL [neutral]
Oracle Corporation
-17.66%
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
$448.8B
Pitch Price
$190.12
Price Target
N/A
Dividend
1.28%
EV/EBITDA
19.75
P/E
29.32
EV/Sales
9.20
Sector
Software
Category
growth
Show full summary:
Oracle Write-up w/Mgmt Analysis (ORCL)
ORCL (overview): Transforming from enterprise software to 4th hyperscaler & AI platform. Building multi-gigawatt GPU centers for OpenAI/Meta, targeting $225B rev & $21 EPS by FY30 (~31% rev CAGR, 28% EPS CAGR). $500B+ RPO, OCI growing 54%. Trading 30s+ fwd P/E vs execution/cyclical risks on $35B capex.
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