Added to YB: 2026-06-16
Pitch date: 2026-06-11
ORCL [neutral]
Oracle Corporation
-30.84%
current return
Author Info
No bio for this author
Company Info
Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide.
Market Cap
$345.5B
Pitch Price
$184.45
Price Target
N/A
Dividend
1.67%
EV/EBITDA
14.62
P/E
20.58
EV/Sales
7.22
Sector
Software
Category
growth
Oracle's 4QFY26 Earnings: The Price of the Moat
ORCL (earnings): Q4 beat rev/EPS/op income; RPO $638B, with $75B cumulative prepaid/customer-supplied GPUs validating 'BYOH' bridge. But not self-funding: FY26 raised $43B debt+$5B equity, ~$40B more planned FY27 ($20B ATM). FCF -$23.7B, net CapEx, ~$130B balance-sheet debt, interest $1.44B (+47%) toward $8-10B/yr. Core debate: data-gravity compounder (multi-cloud DB +404%) vs leveraged GPU landlord. Author bullish but stays neutral; watch cash statement not beats.
Read full article (6 min)