Oracle (ORCL)

[winston]

not vested

Oracle Corporation: ORCL Stock Is Stuck in No Man’s Land

A transition to the cloud is savvy, but growth will be squeezed by margins

By Hilary Kramer

Source: Game Changers

http://investorplace.com/2016/08/oracle ... 67rSJh96M8

[winston]

npt vested

Oracle's cloud transition helps third-quarter profit beat

Sales of the company's cloud-computing software and platform service rose nearly 62 percent to $1.19 billion, while its software licensing business fell nearly 16 percent.

The company's shift to cloud-based products to tackle the shrinking licensing business was strengthened with its $9.3 billion NetSuite acquisition in July.

Source: Reuters

http://www.reuters.com/article/us-oracl ... y%20Report

[winston]

not vested

How about Oracle (ORCL) ? That was a monster quarter, the best in years.

The enterprise resources planning cloud business is on fire and the Safra Catz/Mark Hurd/Larry Ellison tandem are delivering.

Why isn't this stock at $55 and not $50?

Beats the heck out of me.

Source: Cramer, The Street

[winston]

not vested

Oracle Corp – Owning the fourth-largest hyperscaler
Recommendation: BUY (Initiation), Last done: US$288 TP: US$350

Oracle’s remaining performance obligations (RPO) backlog surged 359% in 1Q26 to US$455bn (7.9x FY25 revenue), driven by multi-billion-dollar deals i.e. major multicloud partnerships, AI training and inference and Project Stargate.

Oracle has guided Cloud Infrastructure to reach US$144bn by FY30e, implying a 68% CAGR over four years.

Oracle can accelerate profit growth by scaling capacity and converting its backlog.

Oracle is a niche Infrastructure as a Service (IaaS) and full-stack AI provider, gaining traction with flexible Oracle Cloud Infrastructure (OCI) deployments and strong compliance for regulated industries.

Partnerships with major clouds providers and chipmakers support AI training, inference, and database integration, driving 55% YoY infrastructure growth and positioning Oracle for long-term recurring revenue.

We initiate coverage on Oracle with a BUY recommendation and a target price of US$350.

Target price based on 5-year DCF model, factoring high CAPEX in first two years and Oracle’s long-term guidance.

Oracle’s higher P/E is supported by its strong 85% ROE, well above the hyperscaler average.

Growth driven by cloud expansion, long-term contracts, and rising RPO.

Oracle’s high RPO backlog supports elevated valuation, with potential for further growth this year.

Source: Phillips

https://www.poems.com.sg/stock-research/ORCL/