Added to YB: 2026-01-28
Pitch date: 2026-01-26
ORCL [neutral]
Oracle Corporation
-12.64%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Oracle Corporation offers products and services that address enterprise information technology environments worldwide.
Market Cap
$448.8B
Pitch Price
$179.19
Price Target
N/A
Dividend
1.28%
EV/EBITDA
19.75
P/E
29.32
EV/Sales
9.20
Sector
Software
Category
growth
Show full summary:
Oracle (ORCL): Database Incumbency Meets AI Infrastructure Ambition
ORCL (quick overview): Database incumbent leveraging 40yr enterprise data dominance for AI pivot. Q2 rev +14% to $16.1B, cloud +34% to $8B, GPU rev +177%. RPO exploded 438% to $523B supporting hyperscaler contracts (Meta, NVIDIA, OpenAI). CapEx ballooned to $50B creating -$10B FCF as Oracle builds AI infrastructure.
Read full article (2 min)