Latest news with #ORCL

Oracle (ORCL) Unveils AI Upgrades to Utilities Platform to Streamline Operations and Cut Costs

Yahoo

21 hours ago

Business
Yahoo

Oracle (ORCL) Unveils AI Upgrades to Utilities Platform to Streamline Operations and Cut Costs

We recently published a list of . In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other buzzing AI stocks on latest news and ratings. On June 3rd, Oracle Corporation (NYSE:ORCL) unveiled AI-powered enhancements to the Oracle Utilities Customer Platform, helping deliver fast, accurate meter data management (MDM) and streamlining utility operations. The enhancements aim to simplify work for employees and improve performance across the platform, which powers metering, operations, and billing, sales and account management, customer service, and customer engagement, all in a single solution. A team of IT professionals meticulously crafting a large-scale enterprise performance management system. According to Oracle, the AI enhancements not only accelerate data processing speeds but also cut down operational costs and improve utility customer service. The Oracle Utilities Customer Platform integrates embedded AI and a unified data framework to help utility companies make smarter decisions using accurate meter readings. 'Globally, utilities have a multibillion-dollar opportunity to use AI to transform customer service and operations. With system complexity, costs, and customer needs all growing, it's getting difficult and expensive for many utilities to keep up. We're helping utilities tackle these challenges in ways just now becoming possible. By bringing AI and in-memory meter data processing into the Oracle Utilities Customer Platform, we're helping our clients streamline operations, cut costs, and deliver a more satisfying customer experience.' Oracle Corporation (NYSE:ORCL) is a database management and cloud service provider. Overall, ORCL ranks 4th on our list of buzzing AI stocks on latest news and ratings. While we acknowledge the potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. 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

New Buy Rating for Oracle (ORCL), the Technology Giant

Business Insider

a day ago

Business
Business Insider

New Buy Rating for Oracle (ORCL), the Technology Giant

In a report released today, Stefan Slowinski from Exane BNP Paribas maintained a Buy rating on Oracle (ORCL – Research Report), with a price target of $190.00. The company's shares opened today at $174.00. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter According to TipRanks, Slowinski is a 3-star analyst with an average return of 5.1% and a 61.36% success rate. Slowinski covers the Technology sector, focusing on stocks such as Oracle, Workday, and Adobe. Currently, the analyst consensus on Oracle is a Moderate Buy with an average price target of $175.96, representing a 1.13% upside. In a report released yesterday, Barclays also maintained a Buy rating on the stock with a $202.00 price target. The company has a one-year high of $198.31 and a one-year low of $118.86. Currently, Oracle has an average volume of 10.22M. Based on the recent corporate insider activity of 51 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of ORCL in relation to earlier this year. Last month, Naomi Seligman, a Director at ORCL sold 2,866.00 shares for a total of $428,552.98.

Yahoo

2 days ago

Business
Yahoo

Oracle (ORCL) Unveils AI Upgrades to Utilities Platform to Streamline Operations and Cut Costs

Oracle: The ambition to grow into Cloud Infrastructure Giant

Yahoo

3 days ago

Business
Yahoo

Oracle: The ambition to grow into Cloud Infrastructure Giant

Investment Thesis Oracle can put its cloud infrastructure forward as a different, technical approach dedicated to actual problems of enterprises. Whereas other companies are trying to save money predominantly through sharing resources, Oracle's bare metal architecture actually provides the consistent performance companies require for their mission-critical applications. This technical advantage leads to both the power to set the price and customer loyalty, especially as companies migrate their most critical workloads to the cloud. Warning! GuruFocus has detected 7 Warning Signs with ORCL. Investment Upsides The Foundation: Autonomous Database Technology as the Game Changer Let's start with perhaps the most defining achievement of Oracle: the Autonomous Database. To flag the importance of the Autonomous Database it is imperative to know how conventional databases would operate. Database administrators spend numerous working hours just tuning the database performance up, applying security patches, and troubleshooting every issuequite similar to a pilot adjusting controls nonstop during a flight. Oracle's Autonomous Database is a genuine departure from the previous paradigm since it embeds the artificial intelligence even directly into the database engine. Imagine it like a shift from the manually operated machine to the fully automated self-drainer. The database itself goes on monitoring its performance by making adjustments in the memory allocation, optimizing the paths for the query execution as well as even installing security patches without any human supervision. This is not only automation but intelligent automation that learns from a given number of runs and becomes more efficient over time. The algorithms of the underlying machine learning constantly analyze the database operations reporting their findings to the administrator who in turn can apply the essential changes that he or she might have missed. The wizardry in technical ingenuity lies in the manner in which Oracle brought together years of expertise in database optimization and machine learning; the algorithms can be trained to predict performance problems and then, in a preventive way, deal with them before the application is affected. It results in a positive feedback loop: several organizations that adopt a particular new technology are then mutually more beneficial to each of them. As a result, Oracle benefits with a stable competitive advantage which is extremely hard for rival companies to repeat as it demands both the mastery of databases and the advanced machine learning competences. The impact on EPS In the conventional scenario, these databases need Database Administrators (DBAs) - a class of professionals that are highly skilled, tune performance, manage storage, handle backups, and optimize queries. A DBA is like a top-notch mechanic that specializes in keeping a race car in a high state of performance. Currently, Oracle is altering the idea of a database with their "Autonomous Database" technology, which is self-governing databases that use artificial intelligence to work many of the DBA functions without being attended by a person. This idea is similar to substituting a top-level mechanic with a suitable engineering system to find and fix faults without external support. In order to figure out how much the earnings impact of autonomous database technology would be, it is necessary to understand Oracle's customer base and usually existing costs of a DBA. Oracle has approximately 430,000 customers spread all around the world but not all of those customers are using the database products. Focusing on their database customers area, it is very likely that about 200,000-250,000 organizations of different sizes are part of this group. Here we have an instance of an interesting math problem. A proficient DBA generally costs a business around $80,000-$150,000 annually in salary, plus pricey benefits, thus making the overall cost reach approximately $120,000-$200,000 yearly. More extensive companies very often have a team of DBAs working in the same environment such as 5 to 10 members or maybe even more with quite a complex arrangement. Let's start with a conservative assumption. For the sake of the imagination, let Oracle just get some of the cost savings through the rise of the subscription fees for their autonomous database services. In addition to that, they may charge an extra 30,000 dollars a year referring to perhaps 25% of one DBA's total cost and if they do this with even 100,000 customers, which is hypothetical, the amount will generat3 billion dollars. Oracle's software charges very high gross margins usually 80% or more for the reason that the direct cost of customers being served is very little hence most of the additional revenue goes directly to the operating income. The assumption here is 3 billion additional revenues are made owing to the above-margin theory that takes 80% of its cost giving 2.4 billion operating income more. Oracle's share capital is nearly 2.7 billion as they have such a lot of outstanding shares. So $2.4 billion divided by 2.7 billion shares forms exactly $0.89 per share's additional earnings. But this assessment shows you should regard some crucial details. The process of transition is not that fast which in reality means the shift will be made gradually for years with the involvement of the customers applying autonomous database technology. The true strategic value may be quite higher than the direct calculation implies. By removing the DBA requirement, Oracle is propelling their database solutions to be more alluring to small businesses that were not able to previous lately afford the hiring of database professionals. Thus this could be the increment in their total market potential. Cloud Infrastructure: Rethinking the Architecture from the Ground Up The Oracle cloud infrastructure is a demonstration of how a breakthrough in basic premises rethink can create advantages. Most of the cloud providers use a virtualization layer that lets physical resources be shared between several clients; it is like an apartment building where tenants enter utilities. Practically, it is a cost-efficient but on the flip side, it can lead to performance inconsistencies, especially with enterprise applications demanding too much. Instead, Oracle offered a bare metal server as a solution by means of giving clients the opportunity to get a direct path to the physical hardware resources. This path appears to be like a rewire of branching into individual houses to each customer instead of apartments. The only difference here is that the dedicated hardware is housed in each customer's premises and runs at the same performance level, thus obviating the problem of the shared system. This choice of architecture is of great use since it deals with database workloads that are resource contention and network latency sensitive. The network infrastructure includes Remote Direct Memory Access technology, which makes it possible for servers to communicate with each other by directly accessing their memories and not going through traditional network protocols. Go ahead and visualize data centers with FBI express highways, with the prescribed mode transporting data only to specific destinations, hence, radically speeding up the data flow. There is a marketing implication of thisthat they are not only building greater efficiency in their own business but also creating a differentiated offering in the general market. In-Memory Computing: Transforming Data Processing Speed Oracle's in-memory database technology solves a pervasive problem in traditional computing: the vast discrepancy in speed between memory and storage. Traditional databases organize the data on disks, and even though they are very reliable, they operate thousands of times slower than memory. One can liken it to the difference between a library's interlibrary loan and a book that is on a shelf right next to you, in other words, the difference between borrowing a book from a library in your town and taking a cab to the library across town. Oracle's game plan is among other things, made up of getting the necessary data in front of users in seconds rather than hours, through the right use of high-speed memory. The new tech is deeply rooted in advanced compression algorithms that think of themselves as separate memory banks with a shared workload while still functioning fully. This format of specifying data types works like a better filing system which organizes information more accessibly but without any missing detail. The system continuously learns the data usage patterns and it dynamically recalibrates and optimizes the memory allocation according to the needs of the business. The algorithms create cash flow estimates by analyzing patterns in queries and data access frequencies before the demand arises, always securing instant availability. This basically sets up a system that not only optimizes itself automatically in the beginning but also leads to more of that intelligent behavior down the road, much like the librarian mastering the art of really knowing what books will be checked out the most. Understanding the predictive system in depth: The better estimating of cash flows goes hand in hand with the establishment of more reliable patterns of data that influence access. When the system knows what the financial situation looks like with a higher confidence, it can make better predictions about which supporting data you will need. Cash flow projections might say that we will be short by 3 months; the system might then proactively load information about available lines of credit, pending receivables to be factored, or historical data on similar situations. The reliability of cash flow estimates also affects the robustness of the prediction system as well. More correct financial forecasts lead to users behaving in a more predictable manner. When the users get to believe the cash flow data they stick to a more predictable analytical workflow that makes the system easily predict their next data need. Think of a practical example: if your cash flow model, for instance, shows a considerable amount of income from a major customer, then you might want to see the investment opportunities, debt payment schedules, or expansion project costs. The system would auto-load this relevant financial information. Alternatively, if cash flow estimates reveal the potential problems, it is likely that you would want to check accounts payable aging, credit facilities as well as cost reduction scenarios. Investment Downsides The Cloud Infrastructure Battleground: The most serious challenge for Oracle arises from the confrontation with the cloud-infrastructure behemoths, such as Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform. Just envisage this situation as a race where Oracle has started running several years behind its fellow runners who have created massive backlogs. AWS initiated the premise of the cloud and has since become the mammoth scaled with the superior infrastructure that is both developed over time and is laid out across the globe. Microsoft Azure exploits deep enterprise relationships along with the integration with Windows that has possessed corporate offices for decades. The scale challenge looms as the biggest contender. Imagine a situation where AWS distributes infrastructural costs across the millions of customers they have as a result of which they are achieving economies of scale that smaller competitors are finding tough to catch up with. It is akin to large factories being able to produce goods at a lower cost per unit than smaller factories, due to their size. Meanwhile, Google Cloud has the advanced artificial intelligence and the global network traffic originally built for consumer internet services that bring more complexity. Nevertheless, Oracle tackles these challenges with a radically different technological approach which desks configurally twisted ineffective into strengths of competitive advantage. Oracle is not just aiming for scale and cost efficiency but is switching their focus to delivering reliable performance that meets the specific needs of the enterprise. The bare metal cloud of theirs also is a provider of dedicated hardware resources thus abolishing the performance variability that is inevitable in shared virtualized environments. Just like a private highway provides a guarantee of the time needed for travel, which might be more expensive but is worth the cost. Oracle's cloud infrastructure is built on the latest networking technology that combines Remote Direct Memory Access capabilities and it has zero-latency communication between servers. This technology is highly tailored for high-performance workloads, where fractions of a second count, as is the case in the financial services' trading systems or analytics applications. Instead of competing in general-purpose computing oracle's unique approach allows it to establish itself in performance-critical enterprise markets. Competition Database Competition: Defending the Crown Jewel The database sector illustrates a similar multi-directional competitive terrain where Oracle simultaneously faces challenges from various rivals. Traditional companies, such as IBM DB2 and Microsoft SQL Server, are vying for enterprise workloads even as fresh entrants like Amazon Aurora, Google BigQuery, and many NoSQL databases are threatening other segments of Oracle's supremacy. Amazon Aurora is one of the most direct threats on the technological front to Oracle's database supremacy. Aurora promises MySQL and PostgreSQL compatibility at a very low cost and with a much better performance than "traditional" databases in the cloud. Built from the ground up for cloud computing and it manages the storage and compute resources according to demand. Google BigQuery's goal is a different one, analytics, and data warehousing of a serverless architecture that frees infrastructure management entirely. The user submits the query and gets charged for the data processed, without worrying about the underlying hardware or software configuration. This is an attractive proposition to corporations, which seek to reduce the operational complexity. Oracle has a comeback to the database rivalry that is to leverage the innovation of the Autonomous Database that stands for a fundamental rethinking of database management. Instead of solely soaring cyclical overheads or absorbing capital as an expense, it is Android that has the brain of the database engine. The Intelligent featured systems built with Oracle have historically been a strong suit only in the defense against competition but this time the new approach saves the part of the code. Their fundamental philosophy lies in a system capable of handling the workload by itself, automatically, that will increase the value from any other application. The technological brilliance of this approach lies in how it transforms Oracle's decades of database optimization expertise into machine learning algorithms. These algorithms continuously analyze database operations, identifying optimal configurations that even experienced administrators might miss. As more organizations use the technology, the collective intelligence grows stronger, creating a network effect that benefits all users while strengthening Oracle's competitive position. The Cloud Transformation Risk: Navigating a Fundamental Business Model Shift Oracle's highest risk factor is actually the ongoing transformation from a traditional software licensing model to a cloud-based subscription business. Think of this scenario as a restaurant that has been serving customers who dine in for decades and needs to suddenly become mainly a delivery service. It does not just change who the customers are, how the restaurant will operate, and the revenue model, but all of this happens in a completely new way. Financial considerations are really what the transition brings insecurities in the beginning. Traditional software licenses bring in the money with a few of very big upfront paymentsimagine you get an entire year of salary all at once in January. Cloud subscriptions, as in the previous year's credit appears many months after revenue is actually generated, spread that income across an entire year or more. Due to this, Oracle is perceived to have a "revenue recognition headwind," that is, total revenue could slump even when there is business growth. During the transforming period Oracle has to keep profitability up and at the same time invest massively in the cloud infrastructure, this performance creates a delicate threading act which may drain financial resources. The risk of customer behavior adds to the complexity of the situation. Unlike the customers who already cloud model based decisions to Oracle's cloud platform as they are uncertain. Potential customers weigh against the competition with the possibility of choosing companies that are more honest about their production capabilities and how they will be. So do they feel insecure in the period when Oracle will eat the market share from other established cloud providers and also divert its own business from traditional ones Valuation Oracle, Inc. has a P/E ratio of 39, which can be referred to as a middle range. According to its earnings multiple, Oracle is significantly lower than high-tech companies like ServiceNow (136) and Palo Alto Networks (106), but stands higher than a well-established tech firm Microsoft (35.6). This means investors have a moderate perception of Oracle's growthbetter than old-school enterprise software firms but not able to reach the standard of explosive growth pure-play cloud providers expect. The P/S ratio of 8.5 also tells the same narrative, implying that it has reasonable revenue multiple compared to ServiceNow's 18.2 or Palo Alto's 14.8. On top of that, Oracle's EV/EBITDA of 22.9 is almost equal to Microsoft's 22.7, signifying operations efficiency and cash generation in a similar way. These measures epitomize the transitional situation of Oracleinvestors appreciate the significant cloud transformation progress and the solid fundamentals of the company, yet it is not valued at the premium multiples that pure-play cloud firms command. If Oracle executes its cloud strategy effectively, experiencing an uptick in growth and with it the problem of market skepticism about the transformation timeline, the company will create possible gains. The situation is both a chance and a challenge for Oracle to further develop with the ongoing transformation. Guru Holdings Donald Morgan's 10.84% share in the company (worth $93.27M) which remains unchanged in recent activity suggests that he has full faith in Oracle's long-term transformation. However, his +268.5% gain demonstrates the fact that he bought shares much earlier, perhaps when the cloud transition increased in speed. His passive attitude is evidence of the trust he has in the management plan. Stan Moss has a 5.54% stake ($1.76B) with a recent 17.58% increase (1.89M shares) shows that he is engaged in active accumulation, which is a sign of Polen Capital considers Oracle to be undervalued right now. His average return of +7.5% suggests he entered more recently, possibly betting on the cloud transformation's success. Recommendation The whole investment scheme is based on the successful implementation of this technological transformation while at the same time keeping its database market leadership. The combination of the two will allow the firm to sit on top of the significant value created by the enterprises going for digital transformation in a faster way. This article first appeared on GuruFocus. Sign in to access your portfolio

An options strategy to maximize gains and minimize risk in this cloud AI winner

CNBC

4 days ago

Business
CNBC

An options strategy to maximize gains and minimize risk in this cloud AI winner

Oracle (ORCL) is undergoing a resurgence fueled by its leadership in artificial intelligence services and robust growth in Oracle Cloud Infrastructure (OCI). With OCI emerging as a preferred platform for AI workloads, Oracle has secured major partnerships like the $500 billion Stargate project with OpenAI and SoftBank, positioning it as a key player in the AI revolution. ORCL's attractive valuation, strong profitability and recent breakout signal suggests significant upside potential — making it a compelling candidate for bullish exposure in a market recovery. Trade timing The timing for adding bullish exposure to ORCL is optimal, as the stock recently broke above its $155 resistance and bounced higher as it retested it as support. This breakout is coupled with outperformance relative to the S & P 500 with an upside target of $190, offering an attractive risk-to-reward profile for a long position. Fundamentals ORCL trades at a meaningful discount to its industry despite superior profitability and growth metrics, positioning it as an undervalued tech name with significant upside potential. Forward PE ratio: 24.5x vs. industry average 27.7x Expected EPS growth: 13% vs. industry average 11% Expected revenue growth: 13% vs. industry average 9% Net margins: 21.8% vs. industry average 9.8% Bullish thesis AI-driven resurgence : Oracle's OCI revenue grew 49% YoY to $2.7 billion in Q3 FY2025, driven by demand for AI workloads signaling a strong pipeline for AI and cloud contracts. Strategic AI partnerships : Oracle's role in the $500 billion Stargate project with OpenAI and SoftBank, alongside deploying over 131,000 Nvidia Blackwell GPUs, cements its position as a key player in AI infrastructure. Attractive valuation : ORCL trades at 24x forward earnings, below the Nasdaq-100's 27.5x, with projected revenue growth of 13% in FY2026 and 18% in FY2027, highlighting significant upside potential. Technical breakout : The breakout above $155, with an upside target of $190, confirms strong momentum and potential for further gains as investor confidence grows. The trade To capitalize on ORCL's potential upside, I'm buying an Aug. 15 $170/$190 Call Vertical @ $7.12 Debit. This entails: Buying the Aug $170 Call @ $11.15 Selling the Aug $190 Call @ $4.03 The maximum reward is $1,288 if ORCL is above $190 at expiration. The maximum risk is $712 if ORCL is below $170 at expiration. The breakeven point for this trade is $177.12. View this trade with updated prices at OptionsPlay. This strategy positions you to benefit from ORCL's potential rally, leveraging its technical breakout, AI-driven growth and undervaluation to profit from a high-quality tech name with defined risk. With Oracle's leadership in AI-related cloud services, this call vertical offers a compelling opportunity to capture upside potential in a thriving industry. DISCLOSURES: None. All opinions expressed by the CNBC Pro contributors are solely their opinions and do not reflect the opinions of CNBC, NBC UNIVERSAL, their parent company or affiliates, and may have been previously disseminated by them on television, radio, internet or another medium. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY . THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL'S UNIQUE PERSONAL CIRCUMSTANCES. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR. Click here for the full disclaimer.

Latest news with #ORCL

Oracle (ORCL) Unveils AI Upgrades to Utilities Platform to Streamline Operations and Cut Costs

New Buy Rating for Oracle (ORCL), the Technology Giant

Oracle (ORCL) Unveils AI Upgrades to Utilities Platform to Streamline Operations and Cut Costs

Oracle: The ambition to grow into Cloud Infrastructure Giant

An options strategy to maximize gains and minimize risk in this cloud AI winner

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