Added to YB: 2025-06-19
Pitch date: 2025-06-16
ORCL [neutral]
Oracle Corporation
-11.88%
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
$545.8B
Pitch Price
$209.85
Price Target
300.00 (+58%)
Dividend
1.05%
EV/EBITDA
23.16
P/E
35.66
EV/Sales
10.79
Sector
Software
Category
growth
Show full summary:
Inside the AI Gambit and the $138B Backlog – Why Oracle is Quietly Building the Toll Road for Enterprise AI
ORCL (overview): Oracle building AI Data Tollbooth between enterprise data & LLMs. $138B RPO (+41% YoY) & OCI growth >50% driven by demand outstripping supply. $25B+ CapEx for expansion. Bull case: AI data layer dominance, 20%+ EPS CAGR to $300+; Bear case: execution stumbles, hyperscaler competition, down to $150s.
Read full article (11 min)