Professional
Added to YB: 2025-11-21
Pitch date: 2025-09-30
ORCL [neutral]
Oracle Corporation
-35.88%
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
$542.0B
Pitch Price
$278.32
Price Target
N/A
Dividend
1.06%
EV/EBITDA
23.03
P/E
35.42
EV/Sales
10.73
Sector
Software
Category
growth
Show full summary:
Loomis Sayles Global Growth Fund Portfolio Holding: Oracle Corporation
ORCL (holding update): RPO bookings +359% YOY to $455B (3x consensus) driven by OpenAI/xAI/Meta contracts. Targeting $100B+ OCI revenue by 2029 vs $10B in 2025. Cloud revenue +28% YOY, now 48% of total. CapEx $27B (+250%) for AI/cloud buildout pressuring FCF near-term but expect strong growth post-transition.
Read full article (4 min)