Added to YB: 2026-09-25
Pitch date: 2026-09-22
ORCL [bullish]
Oracle Corporation
-5.91%
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
$451.1B
Pitch Price
$148.30
Price Target
204.50 (+47%)
Dividend
1.34%
EV/EBITDA
15.59
P/E
23.39
EV/Sales
8.20
Sector
Software
Category
growth
The Rebirth of Oracle: How a Legacy Dinosaur Became the Backbone of AI
ORCL: Oracle has pivoted from a legacy database vendor into an AI-infrastructure provider, with Gen 2 OCI driving 121% year-over-year IaaS growth and a $664B contracted backlog. At $150, the five-year DCF estimates $204.50 of intrinsic value and a 22.35% annualized return. The thesis depends on converting that backlog as data centers come online without power delays, margin compression or an AI-spending slowdown undermining the $90-95B FY27 CapEx program.
Read full article (20 min)