Added to YB: 2026-03-13
Pitch date: 2026-03-11
ORCL [neutral]
Oracle Corporation
+12.2%
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
$578.8B
Pitch Price
$164.09
Price Target
280.00 (+52%)
Dividend
N/A
EV/EBITDA
20.49
P/E
34.52
EV/Sales
10.44
Sector
Software
Category
growth
Oracle $ORCL 2026 Q3 Financial Report Sharing
ORCL (earnings): Q3 rev $17.19B (+22% YoY) beat $16.89B est; IaaS $4.9B (+84% YoY); adj EPS $1.79 vs $1.70 est; 43% op margin. RPO surged to $553B (+325% YoY) on long-term AI contracts. FY27 guide raised to $90B rev. FY26 CapEx $50B to build AI infra. Multi-cloud DB rev +531% YoY vs AWS/Azure integration. Risks: power/cooling bottlenecks, NVIDIA chip supply, $50B CapEx execution. Trading 16x FY27 P/E vs peers at 30-40x. DCF fair value $185-$210 baseline, $280+ optimistic.
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