Added to YB: 2026-09-10
Pitch date: 2026-09-08
ORCL [bullish]
Oracle Corporation
-1.17%
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
$457.4B
Pitch Price
$163.54
Price Target
272.00 (+67%)
Dividend
1.26%
EV/EBITDA
17.98
P/E
27.23
EV/Sales
8.88
Sector
Software
Category
growth
Oracle: Buying the Compute Inflection
ORCL: Oracle warrants a 2% pre-earnings starter: OCI grew 93% in Q4 and RPO reached $638B, while the shares trade at 19.7x fiscal 2027 guided EPS and 14.3-14.7x fiscal 2028 estimates. The base case reaches $272 by fiscal 2030, implying 71% upside and roughly 15.5% annualized. The risk is financed growth: negative free cash flow, large lease commitments and uncertain infrastructure returns.
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