Latest news with #OracleCorporation
Yahoo
2 days ago
- Business
- Yahoo
Oracle (ORCL) Launches Defense Ecosystem to Advance AI and Cloud Innovation in National Security
Oracle Corporation (NYSE:ORCL) is . On June 17, Oracle introduced the Oracle Defense Ecosystem to help defense innovators integrate advanced AI and cloud technologies into government and military operations. The initiative aims to strengthen national security by providing emerging tech companies with opportunities to collaborate, access Oracle Cloud Infrastructure (OCI), and navigate complex defense procurement processes. Initial members include AI and security firms like Arqit, and Metron, among others. Ken Wolter/ The program offers key benefits such as sales support, defense acquisition guidance, discounted access to Palantir's AI platform, and streamlined compliance with security regulations. Members can also showcase their solutions in the Oracle Cloud Marketplace, receive cybersecurity assistance, and access Oracle's business management suite, NetSuite, at preferred pricing. With decades of defense and intelligence experience, Oracle is positioning itself as a key player in defense innovation. By offering direct support and resources, the company aims to accelerate technological advancements in military applications while expanding its role in federal defense contracting. Oracle Corporation (NYSE:ORCL) is a technology company that develops and sells hardware and software products, focusing on cloud computing and enterprise software. They offer various products, including databases, cloud infrastructure, enterprise resource planning (ERP), and customer relationship management (CRM) software. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 12 Best Healthcare Stocks to Buy Now and 10 Stocks Analysts Are Upgrading Today. Disclosure: None.
Yahoo
4 days ago
- Business
- Yahoo
BMO Capital Markets Lifts Oracle to Outperform After Strong Earnings Report
Oracle Corporation (NYSE:ORCL) is one of the . BMO Capital Markets has turned optimistic on Oracle's future, upgrading the stock from 'Market Perform' to 'Outperform.' Analyst Keith Bachman also raised his price target from $200 to $235, suggesting a potential upside of nearly 18%. Oracle shares have already climbed 20% this year, including a 13% jump following stronger-than-expected fourth-quarter results. A team of IT professionals meticulously crafting a large-scale enterprise performance management system. Bachman highlighted Oracle Corporation (NYSE:ORCL)'s $138 billion in remaining performance obligations (RPO), which surpassed the $132 billion consensus and reflected more than 100% year-over-year growth. RPO represents the total value of contracted services and products yet to be delivered, a key forward-looking indicator. Bachman made the following comment: 'Hence, we think ORCL demand is durable over the next few years with some upside from very large partnerships. If Oracle is close to generating 100% RPO growth during FY26 and meeting revenue targets, we think shares will move higher, all else equal.' Oracle Corporation (NYSE:ORCL) also projected its cloud business could grow more than 40% year over year and expects total revenue in fiscal 2026 to beat Wall Street forecasts. Bachman said these projections support stronger operating income growth. He noted that improvements in cloud database services and subscription revenue could act as further growth drivers, suggesting Oracle's software segment, especially databases, is showing signs of recovery. Oracle Corporation (NYSE:ORCL)'s dividend history is also strong, as it has paid regular dividends to shareholders since 2009. Currently, it offers a quarterly dividend of $0.50 per share and has a dividend yield of 0.93%, as of June 14. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure. None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
4 days ago
- Business
- Yahoo
This Dividend Stock Ranks Among the Most Overbought on Wall Street
Oracle Corporation (NYSE:ORCL) is one of Best Dividend Stocks to Buy for Dependable Dividend Growth. According to a report by CNBC, ORCL was the most overbought stock in the S&P index last week, with an RSI of 90.4. The software company's shares jumped nearly 8% on June 13, hitting a record high and building on June 12's 13% surge. A team of IT professionals meticulously crafting a large-scale enterprise performance management system. Over the entire week, Oracle Corporation (NYSE:ORCL) stock climbed over 17%. Analysts surveyed by LSEG have an average price target of about $205, suggesting nearly 5% downside from the June 13 closing price, though many of these targets may increase following the company's recent earnings report. Most of the week's gains came after Oracle Corporation (NYSE:ORCL)'s fiscal fourth-quarter results exceeded Wall Street expectations. CEO Safra Catz noted that cloud infrastructure revenue is projected to grow more than 70% in fiscal 2026, adding that the fiscal year 'will be even better as our revenue growth rates will be dramatically higher.' Oracle Corporation (NYSE:ORCL)'s dividend is also grabbing investors' attention. The company has never missed a dividend since 2009 and has raised its payouts at an annual average rate of over 12% in the past five years. Currently, it pays a quarterly dividend of $0.50 per share and has a dividend yield of 0.96%, as of June 17. Oracle Corporation (NYSE:ORCL) is a global tech company that specializes in cloud-based applications and infrastructure, building on its long-standing expertise in database management systems. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure. None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
5 days ago
- Business
- Yahoo
Should Oracle Stock be in Your Portfolio Post Q4 Earnings?
Oracle ORCL delivered impressive fourth-quarter fiscal 2025 results that exceeded expectations, but investors should exercise caution despite the company's accelerating cloud momentum. (Read More: Oracle Stock Jumps on Q4 Earnings Beat, Upbeat Cloud Forecast)The enterprise software giant's transformation into an AI-powered cloud infrastructure leader is gaining traction, yet current valuations and execution challenges suggest that a measured approach may be prudent. Oracle reported total revenues of $15.9 billion for the quarter ending May 31, 2025, representing 11% year-over-year growth. The standout performance came from cloud infrastructure services, which surged 52% to $3 billion, building on the previous year's 42% growth rate. Cloud applications revenues grew 12% to $3.7 billion, while total cloud revenues reached $6.7 billion, up 27%.The company's Remaining Performance Obligations hit $138 billion, marking a substantial 41% increase that provides visibility into future revenue streams. This massive contracted backlog, combined with management's guidance for fiscal 2026 total revenues exceeding $67 billion, demonstrates Oracle's strong positioning in the AI-driven cloud provided robust guidance for fiscal 2026, expressing strong confidence in accelerating growth rates. The company expects total cloud revenues (applications plus infrastructure) to grow more than 40% in cc, representing a significant acceleration from the 24% growth achieved in fiscal 2025. The Zacks Consensus Estimate for fiscal 2026 revenues is currently pegged at $66.73 billion, suggesting growth of 16.25% from the year-ago quarter's reported figure. The consensus mark for fiscal 2026 earnings is pegged at $6.68 per share, up 0.6% over the past 30 Oracle faces significant execution challenges. The company's capital expenditure requirements are escalating rapidly, with management projecting more than $25 billion in fiscal 2026, up from $21.2 billion in fiscal 2025. This substantial investment is necessary to meet overwhelming demand that currently exceeds supply capacity, but it pressures near-term profitability and free cash flow generation. Oracle Corporation price-consensus-chart | Oracle Corporation Quote Oracle's strategic positioning around artificial intelligence and database modernization is proving effective. The company's multi-cloud database revenues grew 115% from the third quarter to fourth quarter, with 23 multi-cloud datacenters operational and 47 more under construction. The Oracle Autonomous Database consumption revenues increased 47% year over year, while cloud database services overall posted 31% partnerships with Advanced Micro Devices AMD and NVIDIA NVDA strengthen Oracle's AI infrastructure capabilities. The collaboration with AMD introduces MI355X GPUs offering up to 2.8 times higher throughput, while the NVIDIA partnership brings GB200 NVL72 systems capable of scaling to 131,072 GPUs. These alliances position Oracle to capture the growing demand for AI training and inference company's database-centric approach to AI provides a competitive moat. Oracle's latest database version, Oracle 23 AI, functions as an AI data platform that can make enterprise data immediately available to popular large language models while maintaining data privacy. This capability becomes increasingly valuable as enterprises seek to leverage AI with their proprietary data sets. Oracle's impressive growth trajectory comes with a premium valuation that requires flawless execution. The stock trades at elevated multiples relative to traditional enterprise software peers, reflecting high expectations for continued cloud infrastructure acceleration. Any disappointment in execution or competitive pressures could lead to significant valuation trades at a 3-year EV/EBITDA multiple of 26.7x, substantially above the Zacks Computer-Software industry average of 19.24x. This premium valuation suggests that investors have already priced in exceptional future growth — growth that Oracle is increasingly struggling to deliver with modest revenue increases of just 6% year over year (8% in constant currency). Image Source: Zacks Investment Research The competitive landscape remains challenging, with Amazon AMZN-owned Amazon Web Services, Microsoft Azure, and Google Cloud maintaining substantial scale advantages in core infrastructure services. While Oracle's specialized focus on database workloads and AI provides differentiation, these hyperscale cloud providers possess greater financial resources and broader service of Oracle have gained 29.2% so far this year, outperforming the Zacks Computer and Technology sector's growth of 1.1%. Shares of Microsoft have returned 12.7% year to date, while Amazon and Google shares have lost 3.3% and 7.7%, respectively. Image Source: Zacks Investment Research Oracle's success depends heavily on enterprises' willingness to adopt multi-cloud strategies and migrate database workloads to cloud environments. Any slowdown in this migration or increased competitive pressure on pricing could impact growth trajectories and margin expectations. Given Oracle's strong fundamental position but current valuation concerns, existing shareholders should maintain their positions while new investors might consider waiting for a more attractive entry point. The company's AI-driven growth story is compelling, and the massive contracted backlog provides revenue visibility, but the premium valuation leaves little room for execution upcoming fiscal 2026 will be critical in demonstrating Oracle's ability to convert its record backlog into revenues while managing the substantial capital investment requirements. Investors should monitor quarterly progress on cloud infrastructure growth rates, free cash flow generation, and competitive transformation into a leading AI infrastructure provider appears on track, but the current stock price reflects much of this optimistic scenario. Patient investors may find better risk-adjusted opportunities by waiting for potential market volatility or company-specific challenges that could provide more attractive entry points throughout fiscal 2026. Oracle currently carries a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Oracle Corporation (ORCL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
India.com
6 days ago
- Business
- India.com
Meet man, who earned Rs 2241088200000 in just one day, not Mukesh Ambani, Gautam Adani, but he is…, left behind…
Larry Ellison's Net Worth: Oracle co-founder Larry Ellison saw an increase in his net worth, which increased by $26 billion (Rs 2 lakh crore) in just one day. After this Ellison became the second richest person in the world. He left behind Mark Zuckerberg and Jeff Bezos. He is now at $243 billion at second rank after Elon Musk who tops the list of world's richest persons with $411 billion. Who Is Larry Ellison? Larry Ellison is a tech entrepreneur and co-founded Oracle Corporation in 1977 with Bob Miner and Ed Oates. Earlier it was named as Software Development Laboratories (SDL) but later renamed Oracle. In the last five decades, Oracle has become a leader in cloud computing and enterprise solutions. Oracle provides cloud applications and infrastructure services to many businesses. It most used services are Customer Relationship Management (CRM): Oracle develops software to help businesses manage customer interactions. Enterprise Resource Planning (ERP) : Human Capital Management (HCM), and Supply Chain Management (SCM) used to streamline operations. Cloud Services: Oracle allows companies to store and manage data on its servers by eliminating the need for on-site hardware. Larry Ellison has been a billionaire since 1993 and holds 41% stake in Oracle. Over the years he played a major role in Oracle's current position. Oracle's Market Performance Oracle recently announced its financial results for the first quarter of FY2025, reporting a revenue increase of $15.9 billion (Rs 1 lakh crore), an 11% increase from the same quarter last year. It had a net income of $3.4 billion (Rs 30,000 crore). For the previous fiscal year, Oracle generated a total revenue of $57.4 billion (Rs 500 lakh crore). After its strong performance Oracle's stock skyrocketed by 13.5% in a single day, closing at $215.22 per share. This surge added a huge amount to Ellison's wealth, taking him to second place in the global rich list.
