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Investor Insights

This summary was created by AI, based on 28 opinions in the last 12 months.

Oracle Corporation (ORCL) is recognized as a strong player in the data center and cloud services markets, showing impressive growth potential despite facing some challenges. Several reviews highlight its solid data center infrastructure and partnerships, such as with Nvidia, positioning it well for the increasing demand for AI and cloud services. The upcoming earnings report is anticipated with optimism, as analysts expect positive outcomes based on prior quarterly performances, despite some missed expectations previously. However, there is mixed sentiment regarding the stock's valuation, with some experts excited about its resilience while others caution about potential overvaluation. Notably, Oracle's financial metrics, including its price-to-earnings ratio, have raised eyebrows relative to its performance metrics, leading to varying opinions about its investment attractiveness in the current market.

Consensus
Positive
Valuation
Fair Value
BUY

Oracle was a little late pivoting from hardware to software, but have very deep pockets so they now own #4 in cloud. He targets $207.

BUY

It reports Monday. A good software company that's become a great data centre company. But AI stocks have not traded the same since DeepSeek  late January. That said, he expects Oracle to say good things.

WAIT

They had a giant move after delivering great news, but now we're waiting for more great news. So, you have to wait till March 11 for their next report.

HOLD

Taken to the woodshed this week, mainly due to Trump and Stargate last week. He's been buying this week. No one's brought their price targets down. Monday may have been difficult, but it's a great opportunity to put some cash to work.

Pivoted nicely the way MSFT and IBM did years ago. Fourth main player in the cloud, which gives them recurring revenue. Best at cross-selling.

(Analysts’ price target is $207.00)
COMMENT

Trades at 26x PE and its last quarter was merely okay. He screwed up when he sold it and shares moved up after. He can't comment on this.

TOP PICK

He targets $207.35. Operates three segments, including cloud. A great turnaround story to get into the cloud, now #4. They reported Nov. 5 and missed top and bottom lines. Shares traded off, but others snapped up those shares. They recently did a big partnership with Meta. The forward PE is an attractive 31x. Has 15% upside.

(Analysts’ price target is $197.84)
DON'T BUY

It missed its last quarter and stocks that missed are being punished now and in the future until we hear better economic news. This will head further down.

BUY

They report Monday. They build in-demand data centres, so he expects incredible strength in their report.

WEAK BUY
ORCL vs. DELL

He owns both.

Took a bit of profit on DELL. Still holds about a 3-3.5% position in ORCL. If he had to choose, he'd say ORCL (at $189 now), for which his 12-month price target is $207.50.

WEAK BUY

Fantastic year. Strength is its salesforce and company longevity. Some cloud offerings, but a bit behind. Significant debt. Might hold in a basket, wouldn't be his only AI play. Chart looks as though it will continue higher.

PAST TOP PICK
(A Top Pick Oct 25/23, Up 75%)

Still loves it. Fourth largest of companies in the cloud. Lots of horses in the race: data centres, hardware, software, partnership with UofT in natural language processing. He has a pretty full position at ~5%, 12-month target of about $193. 

Within 10% of price target, and he doesn't take 1/3 off until it's within 5% of target. But he is starting to write some calls to earn some income. This is what he does unless the company's going to be reporting that week.

BUY

The data centre business is excellent and a huge tailwind, not to mention their partnership with Nvidia.

PARTIAL BUY

They just blew away numbers after missing them for many quarters. The good news is backed into shares now, though maybe there's another 10 points to come.

BUY

Great balance sheet and free cash flow. He's been adding to this in the last 3 months.

BUY

They report Monday. It's a steady tech company that's easy to understand--data centres. Good PE and he expects another good quarter. Only 4% of all-time highs during this tech sell-off.

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Oracle(ORCL-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 23

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 27

Stockchase rating for Oracle is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Oracle(ORCL-N) Frequently Asked Questions

What is Oracle stock symbol?

Oracle is a American stock, trading under the symbol ORCL-N on the New York Stock Exchange (ORCL). It is usually referred to as NYSE:ORCL or ORCL-N

Is Oracle a buy or a sell?

In the last year, 27 stock analysts published opinions about ORCL-N. 23 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Oracle.

Is Oracle a good investment or a top pick?

Oracle was recommended as a Top Pick by on . Read the latest stock experts ratings for Oracle.

Why is Oracle stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Oracle worth watching?

27 stock analysts on Stockchase covered Oracle In the last year. It is a trending stock that is worth watching.

What is Oracle stock price?

On 2025-03-28, Oracle (ORCL-N) stock closed at a price of $140.87.