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TSX hits new highs, tech weakensYields fall, stocks mixedCPI and Powell lift Wall Street to new highsThis 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.
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.
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.
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.
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.
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)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.
They report Monday. They build in-demand data centres, so he expects incredible strength in their report.
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.
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.
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.
The data centre business is excellent and a huge tailwind, not to mention their partnership with Nvidia.
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.
Great balance sheet and free cash flow. He's been adding to this in the last 3 months.
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.
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
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.
Oracle was recommended as a Top Pick by on . Read the latest stock experts ratings for Oracle.
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.
27 stock analysts on Stockchase covered Oracle In the last year. It is a trending stock that is worth watching.
On 2025-03-28, Oracle (ORCL-N) stock closed at a price of $140.87.
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.