Added to YB: 2026-09-14
Pitch date: 2026-09-11
ORCL [neutral]
Oracle Corporation
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
$440.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.12
P/E
23.98
EV/Sales
7.79
Sector
Software
Category
growth
Oracle Popped 7% on Doubled Cloud Revenue. Depreciation Is the Half Nobody Modeled.
ORCL (earnings): Oracle delivered a good print as OCI revenue more than doubled, making the 7% after-hours pop fair, but the result proved demand rather than attractive economics. Rented-GPU growth requires upfront capex and carries lower margins than licenses, plus depreciation, utilization, funding and customer-concentration risks. The key question is whether OCI margins can hold or expand and free cash flow turn positive alongside capex.
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