Added to YB: 2025-12-13
Pitch date: 2025-12-11
ORCL [neutral]
Oracle Corporation
-2.77%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Oracle Corporation offers products and services that address enterprise information technology environments worldwide.
Market Cap
N/A
Pitch Price
$195.17
Price Target
210.00 (+11%)
Dividend
1.10%
EV/EBITDA
21.77
P/E
32.56
EV/Sales
N/A
Sector
Software
Category
growth
Show full summary:
ORCL | Oracle Q2 2026 Financial Highlights
ORCL (earnings): RPO surged 438% YoY to $523B (nearly equal to market cap) from Meta/NVIDIA/AI giants contracting GPU capacity 5-10 years out. Q2 rev $16.06B (+14%) missed est, but EPS $2.26 (+54%) beat on tax benefits. IaaS +68% to $4.1B. Key risk: supply can't meet demand.
Read full article (9 min)