Added to YB: 2025-03-17
Pitch date: 2025-03-13
ORCL [bullish]
Oracle Corporation
+25.11%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Oracle Corporation offers products and services that address enterprise information technology environments worldwide.
Market Cap
$545.8B
Pitch Price
$147.81
Price Target
N/A
Dividend
1.05%
EV/EBITDA
23.16
P/E
35.66
EV/Sales
10.79
Sector
Software
Category
growth
Show full summary:
Oracle's AI Resurrection: The Database Giant That Outmaneuvered the Cloud Titans
ORCL: Transformation from legacy DB to AI cloud leader. Prescient architecture choices align with AI needs. Q3 FY25: $48B new bookings, 63% RPO growth YoY. 250% GPU consumption growth. Multi-cloud DB strategy succeeding. Projecting 15% revenue growth FY26, 20% FY27. Execution challenges remain in scaling infrastructure.
Read full article (21 min)