ORCL
Oracle Corporation
About Oracle Corporation
Oracle is a leading enterprise software and cloud infrastructure company. The company provides database software, cloud applications (ERP, HCM, CX), and Oracle Cloud Infrastructure (OCI). Oracle has been aggressively expanding its cloud business and data center capacity to serve AI workloads. The company also owns Cerner (healthcare IT) and has major partnerships with Microsoft Azure and NVIDIA for AI infrastructure.
Analyst Coverage
All posts about ORCL from our FinTwit analysts
AJ“Leaning in more heavily on Oracle — a leveraged AI infrastructure play at attractive valuations.”
AJ“Oracle Cloud Infrastructure growing 50%+ YoY. The transformation is real. Adding more on this dip.”
AJ“ORCL up 5% today. Referenced our deep dive report — the thesis is playing out.”
AJ“Oracle Deep Dive: 70 slides, 1,000-line financial model. Lost 40%+ — now a rare opportunity. 30% upside in each of next 2 years.”