Latest news with #OracleCorporation
Yahoo
3 days ago
- Business
- Yahoo
Oracle Corporation (ORCL) Announced its Plan to Invest $1 billion in Netherlands
Oracle Corporation (NYSE:ORCL) is one of the . On July 15, Oracle Corporation (NYSE:ORCL) announced that it plans to invest $1 billion over the next 5 years to expand its cloud and AI services in the Netherlands. The company plans to do this to support the growing demand for AI infrastructure as businesses, startups, and public organizations adopt new technologies. Management noted that Oracle Corporation (NYSE:ORCL) stands out due to its more than 200 cloud and AI services, which help secure consumer data across clouds. The company aims to support many industries, including finance, logistics, life sciences, and energy. A team of IT professionals meticulously crafting a large-scale enterprise performance management system. Oracle Corporation (NYSE:ORCL) provides integrated enterprise software applications and secure cloud infrastructure. It operates in three main areas, including cloud and software licenses, hardware products, and support services. 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: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
5 days ago
- Business
- Yahoo
Are Wall Street Analysts Bullish on Oracle Stock?
With a market cap of $718.1 billion, Oracle Corporation (ORCL) is a global leader in enterprise-grade software, hardware, and cloud services. The company offers a comprehensive suite of solutions, including databases, middleware, applications, and engineered systems, tailored for businesses, governments, and institutions worldwide. Shares of the Austin, Texas-based company have significantly outperformed the broader market over the past 52 weeks. ORCL stock has climbed nearly 100% over this time frame, while the broader S&P 500 Index ($SPX) has gained 21.5%. In addition, shares of Oracle have surged 53.4% on a YTD basis, compared to SPX's 7.1% rise. More News from Barchart Palantir's Free Cash Flow Margins and Forecasts Rise - Where This Leaves PLTR Stock Cathie Wood is Buying Figma Stock with Both Hands. Should You Buy This Hot IPO, Too? Can SoundHound's Q2 Results Send the Stock Soaring on August 7? Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! Looking closer, the software maker stock has also outpaced the Technology Select Sector SPDR Fund's (XLK) 31.4% return over the past 52 weeks. Shares of Oracle soared 13.3% following its Q4 2025 results on Jun. 11. The company reported adjusted EPS of $1.70 and revenue of $15.9 billion, topping forecasts. Oracle raised its fiscal 2026 revenue forecast to at least $67 billion, implying 16.7% growth, driven by accelerating demand for Oracle Cloud Infrastructure (OCI) and AI workloads. The management highlighted that total cloud growth is expected to rise over 40% in 2026. For the fiscal year ending in May 2026, analysts expect ORCL's EPS to grow 20.7% year-over-year to $5.31. The company's earnings surprise history is mixed. It beat or met the consensus estimates in three of the last four quarters while missing on another occasion. Among the 36 analysts covering the stock, the consensus rating is a 'Strong Buy.' That's based on 25 'Strong Buys,' one 'Moderate Buy' rating, and 10 'Holds.' This configuration is more bullish than three months ago, with 20 'Strong Buy' ratings on the stock. On Aug. 5, BofA analyst Brad Sills raised Oracle's price target to $295 while maintaining a 'Neutral" rating, citing strong capex guidance from Microsoft and Meta as positive signals for AI infrastructure demand, benefiting Oracle as a key player in the AI cycle. As of writing, the stock is trading above the mean price target of $240.57. The Street-high price target of $315 implies a potential upside of 23.2% from the current price levels. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
5 days ago
- Business
- Yahoo
Oracle (ORCL) Surged as Its Earnings and Revenue Growth Exceeded Expectations
Impax Asset Management, an investment management company, released its 'Impax US Sustainable Economy Fund' second quarter 2025 investor letter. A copy of the letter can be downloaded here. In 2025's second quarter, tariffs triggered market declines and recession fears, but a pause in tariffs sparked a historic rally as earnings remained resilient. In the second quarter of 2025, the fund underperformed the Russell 1000 benchmark. In addition, you can check the fund's top 5 holdings to determine its best picks for 2025. In its second-quarter 2025 investor letter, Impax US Sustainable Economy Fund highlighted stocks such as Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments. The one-month return of Oracle Corporation (NYSE:ORCL) was 8.42%, and its shares gained 103.07% of their value over the last 52 weeks. On August 5, 2025, Oracle Corporation (NYSE:ORCL) stock closed at $255.67 per share, with a market capitalization of $718.134 billion. Impax US Sustainable Economy Fund stated the following regarding Oracle Corporation (NYSE:ORCL) in its second quarter 2025 investor letter: "Oracle Corporation (NYSE:ORCL) (Information Technology, Systems Software), which is held due to its high Corporate Resilience score and exposure to the 'enhancing productivity' theme through software and resource efficiency and optimization, reported earnings and revenue growth exceeding analysts' expectations. Customer commitments are projected to double next year, contributing to a significant backlog in calendar year 2026. Additionally, the company announced plans to purchase US$40bn-worth of Nvidia chips for collaboration with OpenAI on US data center capacity." A team of IT professionals meticulously crafting a large-scale enterprise performance management system. Oracle Corporation (NYSE:ORCL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 97 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the first quarter, compared to 105 in the previous quarter. While we acknowledge the potential of Oracle Corporation (NYSE: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. In another article, we covered Oracle Corporation (NYSE:ORCL) and shared list of best performing AI stocks so far in 2025. Oracle (NYSE:ORCL) contributed to Aristotle Atlantic Core Equity Strategy's Q2 2025 performance with strong results. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
7 days ago
- Business
- Yahoo
UBS Raises Bloom Energy (BE) Price Target After Oracle Deal
Bloom Energy Corporation (NYSE:BE) is one of the 12 Best Performing AI Stocks So Far in 2025. On July 25, UBS increased its price target for Bloom Energy Corporation (NYSE:BE) from $29 to $41 while keeping a Buy rating. This decision to increase the price target came after Bloom Energy Corporation (NYSE:BE) announced that it will collaborate with Oracle Corporation (ORCL) to deliver on-site power to Oracle's AI data centers within 90 days. A bird's eye view of a power generation platform with a power plant in the background. Bloom Energy Corporation (NYSE:BE) will utilize its fuel cell technology at select Oracle Cloud Infrastructure (OCI) data centers in the US, providing clean, reliable, and cost-efficient power for large-scale AI workloads. Oracle Corporation (ORCL) is seeing strong demand for OCI services across its data center portfolio, including its large gigawatt AI data centers. Bloom Energy Corporation's (NYSE:BE) fuel cell technology will help meet the rising demand for OCI's AI and cloud computing services. Bloom Energy Corporation (NYSE:BE) is known for its fuel cell systems that provide resilient and scalable onsite electricity generation for data centers, semiconductor manufacturing, large utilities, and other commercial and industrial industries. While we acknowledge the potential of BE 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 Performing Stocks in the Last 6 Months and 12 Most Owned Stocks by Hedge Funds So Far in 2025. 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
01-08-2025
- Business
- Yahoo
UBS Raises PT on Oracle Corporation (ORCL) to $280; Maintains ‘Buy' Rating
Oracle Corporation (NYSE:ORCL) is included in our list of the . On July 17, 2025, UBS raised its price target on Oracle Corporation (NYSE:ORCL) from $250 to $280, maintaining a 'Buy' rating. This price revision is driven by heightened AI-driven growth expectations. The analyst also sees a strong outlook for the company, particularly with speculation that it may be collaborating with OpenAI on inference and training services. This potential deal is contingent on Oracle's launch of Abilene infrastructure and Stargate GPU clusters. Delays in launching them could delay the deal. Looking ahead, UBS projects $134 billion in revenue for Oracle Corporation (NYSE:ORCL) with 38% operating margins by FY29. The revenue projection is above the current guidance of $104 billion, while operating margins are below the guided 45%. The analyst also projects Capex increasing to $54 billion as Oracle Corporation (NYSE:ORCL) progresses further into the AI infrastructure market. Oracle Corporation (NYSE:ORCL) offers SQL-based solutions for data storage and analytics. It is included in our list of the unstoppable stocks. 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 Cheap Value Stocks to Buy Now According to Warren Buffett and 7 Best Potash Stocks to Buy According to Analysts. Disclosure: None.
