Oracle Corporation (ORCL)
Oracle: Durable Growth Can Deliver Good Returns
Oracle's Q3 FY2025 results show strong revenue growth, with cloud services up 10% y/y and total revenue up 6% y/y to $14.1 bn. Despite negative FCF, Oracle increased its dividend and executed $150 million in share buybacks, indicating confidence in future cash flow improvements. Oracle's RPO surged to $130 bn, a 63% y/y increase, driven by demand and excluding contributions from Project Stargate.
Oracle: Continues To Achieve Remarkable Growth Even Without Pulling The Stargate Lever
Oracle's Q3 results missed both revenue and EPS estimates, but strong RPO growth and OCI demand indicate robust long-term potential, even without Stargate contracts. Management's FY26 and FY27 revenue growth targets are 15% and 20%, respectively, supported by easing capacity constraints and efficient Capex management. Oracle's partnerships with hyperscalers and cybersecurity firms remain strong, and the company's disciplined expense management enhances its growth outlook.
Waiting For Stargate Liftoff: Oracle Eyes Megaproject To Restart Stock Rally
The massive Stargate project is capturing attention and dividing investors. The post Waiting For Stargate Liftoff: Oracle Eyes Megaproject To Restart Stock Rally appeared first on Investor's Business Daily.
Oracle Earnings Review: Strong Guidance With AGI
Oracle's AI Cloud demand is surging, presenting huge potential for long-term growth, despite a recent 16% drop in share price. Oracle's Q3 earnings showed minor EPS and revenue misses, but strong cloud revenue growth and promising future guidance reinforce my bullish stance. Valuation metrics suggest Oracle is undervalued; I believe shares should trade at a 20% premium to the sector median forward P/E ratio.
Oracle Trips on Q3 Earnings & Sales Miss: Buy, Sell or Hold the Stock?
ORCL's missed Q3 targets expose an overvalued tech giant with slowing growth. Sell the stock now before the premium multiple collapses.
Oracle Just Shared Some Amazing News for the Entire Artificial Intelligence (AI) Industry
In this video, I will cover Oracle's (ORCL -3.10%) earnings report and management's comments during the earnings call. Watch the short video to learn more, consider subscribing, and click the special offer link below.
Oracle Earnings: Fast-Approaching Buy Territory (But Not Yet)
The share price reaction to Oracle's recent quarterly results is quite telling about investors' overly optimistic expectations. There were some very important takeaways from the earnings announcement, and the stock is fast approaching buy territory. In light of the ongoing risk-off trade, I prefer to take a more cautious approach, and I retain my Hold rating (for now).
Why Oracle Stock Is Sinking Today
Shares of Oracle (ORCL -3.02%) are sliding on Tuesday. The stock lost 3.2% as of 2:45 p.m.
Oracle: AI Growth Has Yet To Begin
Oracle Corporation's RPO grew to $130B, signaling strong revenue growth through conversion in the coming years as data center capacity is built out. Oracle's cloud infrastructure and AI capabilities, including partnerships with Microsoft, Google, and AWS, are key growth drivers, with significant revenue potential from cloud database migrations. ORCL shares' valuation decline offers investors a buying opportunity. Recommend averaging into a position, with share prices potentially bottoming at $130/share.
Oracle earnings miss on profit, revenue, cloud sales
Oracle (ORCL) reported third quarter earnings that missed on the top and bottom lines. Adjusted earnings per share (EPS) was $1.47 for the quarter, lower than estimates of $1.49, while adjusted revenue was $14.13 billion, below the $14.39 billion Wall Street expected.
Analyst updates Oracle (ORCL) stock price targets after earnings
Oracle Corporation (NYSE: ORCL) saw its stock decline over 3% on March 11, trading at $143.21 at press time, after the company's third-quarter earnings for Fiscal Year 2025 fell short of analyst expectations.
Oracle's Q3 Falls Short, But AI Demand Keep Long-Term Outlook Strong Say Analysts
Oracle Corp ORCL shares are down on Tuesday, after the company reported downbeat fiscal third-quarter results.
