Added to YB: 2026-01-28
Pitch date: 2026-01-26
ORCL [neutral]
Oracle Corporation
-20.16%
current return
Author Info
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Company Info
Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide.
Market Cap
$411.3B
Pitch Price
$177.94
Price Target
N/A
Dividend
1.40%
EV/EBITDA
16.59
P/E
24.49
EV/Sales
8.20
Sector
Software
Category
growth
Show full summary:
Oracle (ORCL): Database Incumbency Meets AI Infrastructure Ambition
ORCL (quick overview): Database incumbent leveraging 40yr enterprise data dominance for AI pivot. Q2 rev +14% to $16.1B, cloud +34% to $8B, GPU rev +177%. RPO exploded 438% to $523B supporting hyperscaler contracts (Meta, NVIDIA, OpenAI). CapEx ballooned to $50B creating -$10B FCF as Oracle builds AI infrastructure.
Read full article (2 min)