Latest news with #OracleCorporation
Yahoo
18 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
Yahoo
2 days ago
- Business
- Yahoo
Should You Buy, Sell or Hold Oracle Stock Before Q4 Earnings?
Oracle ORCL is scheduled to report its fiscal fourth-quarter 2025 results on June the fourth quarter of fiscal 2025, total revenues are expected to grow in the band of 9-11% at constant currency (cc) and between 8% and 10% in dollar Zacks Consensus Estimate for revenues is currently pegged at $15.54 billion, suggesting growth of 8.8% from the year-ago quarter's reported company's non-GAAP EPS is expected to grow 0% to 2% and be in the range of $1.62-$1.66 at cc and between $1.61 and $1.65 in consensus mark for earnings is pegged at $1.64 per share, unchanged over the past 30 days. The figure indicates 0.61% growth from the year-ago period. Image Source: Zacks Investment Research In the last reported quarter, Oracle delivered a negative earnings surprise of 0.68%. Markedly, the company's earnings missed the Zacks Consensus Estimate in three of the trailing four quarters, while beating the same once, the average being 0.83%. Oracle Corporation price-eps-surprise | Oracle Corporation Quote (Find the latest earnings estimates and surprises on Zacks Earnings Calendar.) Our proven model does not conclusively predict an earnings beat for Oracle this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP has an Earnings ESP of 0.00% and a Zacks Rank #3 at present. You can see the complete list of today's Zacks #1 Rank stocks here. As Oracle approaches the fourth-quarter earnings release, investors are weighing strong cloud momentum against recent execution challenges. The database giant's fiscal third-quarter results demonstrated robust demand fundamentals, with remaining performance obligations reaching $130 billion. However, the company missed both earnings and revenue expectations, raising questions about near-term fiscal fourth quarter is likely to have benefited from Oracle's aggressive cloud infrastructure expansion and strategic partnerships. The company's collaboration with Alphabet GOOGL-owned Google Cloud, announced in April, expanded Oracle Database services across additional regions and introduced new partner programs. Similarly, the general availability of Oracle Exadata Database Service on Oracle Database@Azure in March positioned the company to capture multi-cloud database workloads. These partnerships with Google and Microsoft MSFT addressed a key growth constraint by extending Oracle's reach beyond its native cloud AI initiatives gained traction throughout the quarter. The integration of NVIDIA NVDA AI Enterprise on Oracle Cloud Infrastructure in March strengthened the company's AI training capabilities, while new AI agent functionalities embedded within Oracle Textura Payment Management and other cloud applications enhanced product differentiation. The introduction of Oracle Energy and Water Data Exchange demonstrated the company's sector-specific AI solutions, potentially driving adoption in vertical capacity constraints that hindered fiscal third-quarter growth may have persisted in the quarter under review, potentially limiting revenue conversion despite strong booking activity. Shares of ORCL have declined 10.1% in the past six months compared with the Zacks Computer and Technology sector's 1.2% decrease. Image Source: Zacks Investment Research While Oracle has a strong foothold in the database management and ERP software markets, its competitors are making significant inroads in the cloud space. AWS, Google Cloud and Microsoft Azure combined accounted for a whopping 63% of total enterprise spending on cloud infrastructure services during the first quarter of 2025, according to new data from IT market research firm Synergy. Oracle has also underperformed its cloud peers in the past six-month is also important to consider whether the stock's current valuation accurately reflects the company's long-term growth potential and ability to navigate the competitive is trading at a premium with a price/book of 27.73X compared with the Zacks Computer-Software industry's 8.89X, reflecting a stretched valuation. Image Source: Zacks Investment Research Oracle's investment proposition presents a balanced risk-reward scenario ahead of fourth-quarter fiscal 2025 results. The company demonstrates compelling long-term fundamentals through its $130 billion remaining performance obligations, strategic AI initiatives, and expanding multi-cloud partnerships with Google and Microsoft. However, recent execution challenges, including third-quarter earnings and revenue misses, coupled with persistent capacity constraints, suggest near-term volatility. Oracle's premium valuation relative to cloud peers adds downside risk if growth acceleration fails to materialize. While the company's database franchise and AI positioning provide competitive advantages, investors should maintain current holdings while monitoring operational improvements before significantly increasing exposure. Oracle presents a balanced investment opportunity with strong fundamentals offset by execution uncertainties. The company's substantial cloud backlog and AI positioning support long-term growth prospects, yet recent performance volatility and premium valuation warrant caution. Current shareholders should maintain their positions, while prospective investors may benefit from waiting for improved operational clarity or more attractive entry points following fourth-quarter results. The fiscal fourth-quarter results will likely determine whether Oracle can translate its substantial backlog into consistent revenue acceleration. 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 Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Oracle Corporation (ORCL) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
2 days 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
Yahoo
28-05-2025
- Business
- Yahoo
Oracle Corporation (ORCL) Is Very Good For NVIDIA, Says Jim Cramer
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 stocks that Jim Cramer discusses. Oracle Corporation (NYSE:ORCL) is one of the largest enterprise resource planning software provider firms in the world. The firm has leveraged its ERP scale to also take a strong foothold in the AI industry. Oracle Corporation (NYSE:ORCL) is a key OpenAI partner for President Trump's Stargate AI project. Cramer is a fan of the firm as he believes it has managed to steal Microsoft's proximity to OpenAI. His recent comments about Oracle Corporation (NYSE:ORCL) speculated that the stock might drop. Since he made them, the shares have gained 13.6%. Here's what Cramer said in this show about the firm: 'David, the big project that you guys talked about with Larry Ellison. . . .that's very good for NVIDIA.' A team of IT professionals meticulously crafting a large-scale enterprise performance management system. In a recent Mad Money appearance, Cramer remarked: 'Well, last quarter was not good. Last quarter was not good, okay, but I think the stock started to show you something today. I think it showed you that if you get a better tape and a better tech tape, you're going to make some money in Oracle. I urge you to hold on. Would I be a buyer? Yes.' Overall, ORCL ranks 8th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of ORCL, 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 AI stock that is more promising than ORCL and that has 100x upside potential, check out our report about this cheapest 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.
Yahoo
23-05-2025
- Business
- Yahoo
Oracle Corporation (ORCL) Plans $40 Billion Nvidia Chip Purchase for OpenAI Data Center Project, FT Says
Oracle Corporation (NYSE:ORCL) is set to spend about $40 billion on Nvidia's top-tier chips to support OpenAI's upcoming data center in the US, according to Financial Times. The data center, located in Abilene, Texas, is part of the US Stargate Project—an initiative driven by leading AI companies to strengthen the nation's position in the global AI race. As part of the deal, Oracle Corporation (NYSE:ORCL) will buy roughly 400,000 of Nvidia's powerful GB200 chips and lease the computing power to OpenAI, sources told the FT. Oracle, known for its enterprise cloud services, has also signed a 15-year lease for the site. The data center is expected to be fully operational by mid-2026. This move is seen as a step toward reducing OpenAI's reliance on Microsoft, whose computing resources have struggled to keep up with the growing demands of OpenAI's AI models. OpenAI and Oracle Corporation (NYSE:ORCL) did not immediately respond to requests for comment. Nvidia also declined to comment. ORCL has surged by over 26% in the past 12 months. While we acknowledge the potential of ORCL to grow, 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 AI stock that is more promising than ORCL and that has 100x upside potential, check out our report about this cheapest AI stock. READ MORE: 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
