Added to YB: 2026-04-22
Pitch date: 2026-04-19
ORCL [bullish]
Oracle Corporation
+2.47%
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
$510.7B
Pitch Price
$176.81
Price Target
214.00 (+21%)
Dividend
1.13%
EV/EBITDA
21.39
P/E
31.86
EV/Sales
9.98
Sector
Software
Category
growth
Oracle: The Time Has Come
ORCL: Founder Ellison (81) rebuilding Oracle for 3rd time, targeting $166B cloud rev by 2030 (75% annual growth from $18B). $553B backlog (mostly OpenAI) funds $400B capex through 2029. Anthropic's $10B→$30B rev ramp (Jan-Mar) derisks AI demand thesis. Conservative case: $180B rev, 25% margin = $45B income by 2030, implying $615B fair value vs $503B today (22% upside). Risks: execution, demand volatility, $108B debt.
Read full article (18 min)