Added to YB: 2025-03-17
Pitch date: 2025-03-13
ORCL [bullish]
Oracle Corporation
-1.76%
current return
Author Info
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Company Info
Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide.
Market Cap
$422.4B
Pitch Price
$146.38
Price Target
N/A
Dividend
1.36%
EV/EBITDA
16.93
P/E
25.15
EV/Sales
8.37
Sector
Software
Category
growth
Show full summary:
Oracle's AI Resurrection: The Database Giant That Outmaneuvered the Cloud Titans
ORCL: Transformation from legacy DB to AI cloud leader. Prescient architecture choices align with AI needs. Q3 FY25: $48B new bookings, 63% RPO growth YoY. 250% GPU consumption growth. Multi-cloud DB strategy succeeding. Projecting 15% revenue growth FY26, 20% FY27. Execution challenges remain in scaling infrastructure.
Read full article (21 min)