Added to YB: 2026-03-17
Pitch date: 2026-03-14
ORCL [neutral]
Oracle Corporation
-17.69%
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 build, run and support enterprise information technology frameworks worldwide.
Market Cap
$345.5B
Pitch Price
$154.97
Price Target
N/A
Dividend
1.67%
EV/EBITDA
14.62
P/E
20.58
EV/Sales
7.22
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)