Added to YB: 2026-03-17
Pitch date: 2026-03-14
ORCL [neutral]
Oracle Corporation
+3.78%
current return
Author Info
Beyond the Hype is writing about AI Infrastructure and Semiconductors - mainly CPUs, GPUs, Networking, and memory, with a smattering of Solar, BEVs, and Autonomous driving. Sign up for the newsletter.
Company Info
Oracle Corporation offers products and services that address enterprise information technology environments worldwide.
Market Cap
$471.2B
Pitch Price
$155.52
Price Target
N/A
Dividend
1.22%
EV/EBITDA
20.07
P/E
29.40
EV/Sales
9.36
Sector
Software
Category
growth
ORCL: Execution & Capital Raise Ease Debt Fears
ORCL (earnings): Q3 rev $17.19B (+22% YoY), EPS $1.79 (+21%), beat; RPO $553B. AI infra +243%, multicloud DB +531%. FY27 rev guide raised to $90B. $30B debt raise + pending ATM equity (dilution overhang). Mgmt claims most new AI contracts customer-prepaid/supplied, limiting capex need but compressing margins (32% GM on AI, down 135bps YoY). 15% TikTok stake adds non-op income Q4+.
Read full article (4 min)