Added to YB: 2026-09-15
Pitch date: 2026-09-11
ORCL [bullish]
Oracle Corporation
+2.38%
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
$454.4B
Pitch Price
$141.42
Price Target
625.00 (+316%)
Dividend
1.33%
EV/EBITDA
15.68
P/E
23.56
EV/Sales
8.25
Sector
Software
Category
growth
Oracle’s 1QFY27 Earnings: What Oracle Gets to Keep
ORCL (earnings): Oracle’s Q1 strengthened the moderately bullish case: revenue and adjusted EPS each rose 30%, OCI grew 121%, GPU utilization reached 97.9%, and $11.36B of customer prepayments helped fund expansion. At the $164 reference price, the base case offers approximately 18% annualized appreciation. However, negative free cash flow, rising interest expense and dilution leave the key question unresolved: whether rapid compute growth becomes durable cash returns per share.
Read full article (7 min)