Added to YB: 2026-09-15
Pitch date: 2026-09-11
ORCL [bullish]
Oracle Corporation
+2.38%
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
$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: 850 Megawatts Later
ORCL (earnings): Oracle’s Q1 showed its AI backlog converting into capacity and revenue: 850 MW came online, OCI revenue rose 121% to $7.4 billion, total revenue grew 30%, and RPO increased to $664 billion. Q2 cloud-growth guidance of 65%–71% signals further acceleration, but the thesis now hinges on funding roughly $70 billion of net CapEx this year and preserving margins as lower-margin infrastructure becomes a larger revenue mix.
Read full article (5 min)