Professional
Added to YB: 2024-12-06
Pitch date: 2024-09-30
ORCL [bullish]
Oracle Corporation
-0.62%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Oracle Corporation offers products and services that address enterprise information technology environments worldwide.
Market Cap
$499.5B
Pitch Price
$169.84
Price Target
N/A
Dividend
0.90%
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.
Read full article (1 min)