Added to YB: 2025-12-22
Pitch date: 2025-12-18
ORCL [neutral]
Oracle Corporation
+1.9%
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
$551.6B
Pitch Price
$188.38
Price Target
364.00 (+102%)
Dividend
1.04%
EV/EBITDA
23.37
P/E
36.04
EV/Sales
10.88
Sector
Software
Category
growth
Stock of the Week: Oracle - a Canary in the Coal Mine
ORCL (overview - pass): Strong cloud growth (34% YoY) & 91% EPS jump driven by $300B OpenAI contract, but high execution risk from capital-intensive data center buildouts, rising debt, & single-client dependency. Blue Owl funding deal collapsed. Analyst targets $200-$364. Author suggests caution, waiting for pullback to $130/$100/$62 zones for better risk/reward.
Read full article (2 min)