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Stocks rally despite hot inflationU.S. stocks climb, TSX fades pre-FedStocks give back gainsThis summary was created by AI, based on 23 opinions in the last 12 months.
Experts have mixed opinions on Oracle (ORCL-N) stock, with some praising its recent performance, growth potential in cloud and AI, and strong fundamentals. Others express concerns about recent quarters, potential overvaluation, and the impact of data centres on margins. Overall, the stock seems to have a decent runway, but there are varying views on its current valuation and future potential.
Tough, because both are very fully priced. On any pullback of MSFT to around $410, you could pick it up.
ORCL is already through his price target. But he likes it so much, he's been selling calls against it. His 12-month price target was $126, and here it is almost $127. Running on all cylinders on both cloud and software.
If you own either, write calls. But if they roll over 5%, pick some up.
They screwed up their last two quarters, but delivered on their last, share up big because of AI. The CEO is good. He should have had more faith. Shares will likely keep rising and remain inexpensive.
They had a bad quarter due to the impact of data centres they're building to fuel future growth. He wants an update about this and its effect on their margins. These centres are key to their long-term growth. A good hold now.
He took a loss on this after the company reported a bad quarter, even though ORCL insisted it was a good quarter. He has no time for such companies.
Reports Monday. A solid software company that trades at a reasonable PE and rarely misses earnings. But last time, they disappointed and shares plunged from $126 to $100. Some felt they overpaid for a second-tier electronic records company. Some feel they will leverage their huge data centre group into a gen-AI powerhouse. Wall Street has fallen back in love with AI, which has helped stocks recover.
His 12-month price target is $132. Last report beat on top and bottom, but conservative guidance. Behemoth. Lots of AI partnerships. Cross-selling. Trim in mid-$120s. Re-enter at $110 and $105. Probably won't go below $100.
(Analysts’ price target is $126.00)The CEO says that its data centre cloud AI business is on fire, which he believes. Also, this trades at only 19x PE and shares are well off its highs.
He targets $126, a decent runway. They have 3 business units: cloud/licensing (are #4 in cloud), legacy hardware, and services (they've added more products). Earlier this month, introduced a gen-AI product that's interesting. Can buy now and more at $97 then $91.
(Analysts’ price target is $127.43)Still runway, 12-month price target of $126. Lots of collaborations. Coming out with AI capabilities. September reporting beat on top and bottom. Any disappointment on earnings is because newly acquired Cerner was not yet brought in. Tremendous buy here.
Shares pulled back hard last week after a mixed quarter, which he felt was okay. Earnings beat, but revenues were light. Also they bought back 1.3 million shares last quarter.
Oracle will want to hear about their OCI infrastructure and the autonomous database--when will they be a tailwind for growth. She expects a lot of AI talk.
Oracle saw 17% revenue growth last quarter. The sector has been booming due to AI. He likes software infrastructre stocks and the cloud. Interest rates could be a headwind going forward. Would take profits because shares have moved up a lot lately. He missed this stock.
Will talk alot about AI next week. If you want AI exposure outside Nvidia this is the real deal with a good runway ahead, despite rallying far this year already.
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, 19 stock analysts published opinions about ORCL-N. 13 analysts recommended to BUY the stock. 4 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.
19 stock analysts on Stockchase covered Oracle In the last year. It is a trending stock that is worth watching.
On 2024-04-18, Oracle (ORCL-N) stock closed at a price of $116.
They had a good quarter and can go higher. He gave up too soon on this.