Professional
Added to YB: 2024-12-06
Pitch date: 2024-09-30
ORCL [bullish]
Oracle Corporation
-23.81%
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
$360.7B
Pitch Price
$168.82
Price Target
N/A
Dividend
1.55%
Sector
Software
Category
growth
Show full summary:
Mar Vista Global Strategy Portfolio Holding: Oracle Corporation
ORCL: Revenue acceleration from cloud investments. Broad demand for Fusion ERP, NetSuite, Oracle Database. OCI Gen 2 gaining traction, partnerships with Azure, GCP, AWS. Large database customer base shifting to cloud. Potential 3-5x increase in database support revenue. Strong double-digit intrinsic value growth expected.
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