Added to YB: 2025-09-29
Pitch date: 2025-09-26
ORCL [neutral]
Oracle Corporation
-49.09%
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
$404.0B
Pitch Price
$282.37
Price Target
N/A
Dividend
1.43%
EV/EBITDA
16.37
P/E
24.06
EV/Sales
8.09
Sector
Software
Category
N/A
Oracle Inc. - $ORCL
ORCL (overview): Raised massive $26bn debt (up from planned $15bn) to fund $35bn capex for AI/cloud expansion. Total debt now $111bn vs $85bn prior. At 3.9x debt/EBITDA, risks junk rating if exceeds 4x. Has ~$37bn cash for 12mo capex but tight funding after. May need equity raise at $250 vs shares bought $50-90. Down 6% on dilution fears.
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