Added to YB: 2026-03-18
Pitch date: 2026-01-14
ORCL [bullish]
Oracle Corporation
-16.95%
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
$471.2B
Pitch Price
$194.33
Price Target
N/A
Dividend
1.22%
EV/EBITDA
20.07
P/E
29.40
EV/Sales
9.36
Sector
Software
Category
value
Emerald Wealth Partners Growth Equity Strategy Added On Portfolio Holding: Oracle Corporation
ORCL (added to position): Pullback created valuation opportunity despite strong fundamentals. AI infrastructure push adds $80-100B debt for data centers, expanding opportunity set as demand for AI-ready cloud accelerates. Oracle's strengths in data-intensive workloads & enterprise integration provide edge. Current valuation offers substantial margin of safety vs historical range & intrinsic value to offset higher financial risk.
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