Added to YB: 2025-12-13
Pitch date: 2025-12-11
ORCL [neutral]
Oracle Corporation
-20.07%
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
$448.8B
Pitch Price
$195.85
Price Target
210.00 (+34%)
Dividend
1.28%
EV/EBITDA
19.75
P/E
29.32
EV/Sales
9.20
Sector
Software
Category
growth
Show full summary:
ORCL | Oracle Q2 2026 Financial Highlights
ORCL (earnings): RPO surged 438% YoY to $523B (nearly equal to market cap) from Meta/NVIDIA/AI giants contracting GPU capacity 5-10 years out. Q2 rev $16.06B (+14%) missed est, but EPS $2.26 (+54%) beat on tax benefits. IaaS +68% to $4.1B. Key risk: supply can't meet demand.
Read full article (9 min)