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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

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.

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