Added to YB: 2026-09-15
Pitch date: 2026-09-11
ORCL [neutral]
Oracle Corporation
+2.38%
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
$454.4B
Pitch Price
$141.42
Price Target
N/A
Dividend
1.33%
EV/EBITDA
15.68
P/E
23.56
EV/Sales
8.25
Sector
Software
Category
growth
Oracle $ORCL FY2027 Q1 Financial Report Analysis
ORCL (earnings): Oracle’s revenue, cloud metrics and $1.92 non-GAAP EPS beat expectations, while unusual sequential revenue growth showed OCI and AI infrastructure offsetting traditional software seasonality. FY27 revenue guidance rose to at least $90B, or ~34% growth, and management expects roughly half of RPO to convert within 36 months. The unresolved test is conversion into durable FCF and ROIC: $13.9B of $23.1B in operating cash flow came from prepayments and working capital, while gross margin is expected to decline this fiscal year.
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