Added to YB: 2026-06-16
Pitch date: 2026-06-11
ORCL [bullish]
Oracle Corporation
-36.17%
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
$345.4B
Pitch Price
$184.45
Price Target
250.00 (+108%)
Dividend
1.67%
EV/EBITDA
14.61
P/E
20.57
EV/Sales
7.22
Sector
Software
Category
growth
Oracle delivers another strong earnings report and kills software subscription model
ORCL (earnings): Q4 rev +21% to $19.2B (beat); cloud +47% to $9.9B (IaaS +93%, SaaS +10%); EPS $2.03 vs $1.96 est. RPO $638B (+363% YoY, +$85B QoQ). FY26 guide $90B, $225B by 2030. 97.5% GPU util. Negative $23.7B FCF, $20B ATM dilution, margins to fall. Token/outcome pricing kills SaaS model. Stock -10% on macro/debt fears = buy. PT $250.
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