Added to YB: 2026-07-01
Pitch date: 2026-06-29
ORCL [bullish]
Oracle Corporation
-0.48%
current return
Author Info
No bio for this author
Company Info
Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide.
Market Cap
$427.8B
Pitch Price
$147.25
Price Target
N/A
Dividend
1.35%
EV/EBITDA
17.09
P/E
25.48
EV/Sales
8.45
Sector
Software
Category
growth
Oracle, keeper of record
ORCL: Bull thesis on Oracle as the neutral, accredited 'keeper of record.' Capital-light cloud model—leases land, customer funds chips (BYO: $67B signed in Q, $75B to date, negative cash-conversion, no margin compression). Premium lives in sovereign/regulated custody no rival can copy (conflict-free vs hyperscalers/labs). FERC reforms + orbital (SpaceX-xAI) erode bottom-layer scarcity Oracle locked cheap in '23-25. Picks/shovels: FLEX, GEV, ENR.DE, PRY.MI. Deemed massively undervalued.
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