Oracle's stock fell 12% after earnings, but this pullback is seen as healthy following an 80% rally driven by positive sentiment. The company continues to show accelerating revenue growth, particularly in its Infrastructure-as-a-Service (IaaS) segment, expected to double by FY2027. Despite pressure on gross margins due to increased infrastructure revenue, improving operating efficiency may sustain operating margins. High capital expenditures planned for FY2027 will support robust bookings growth but may reduce free cash flow temporarily. Excluding one-time costs, Oracle expects 18% earnings growth in FY2027, making its valuation attractive at a 20.4x adjusted P/E ratio.
Micron Technology's stock has surged over 760% in a year, driven by AI demand pushing memory margins to a peak 74%, but this level is unsustainable and risks a downturn. Meanwhile, Oracle reported a record fiscal Q4 with a massive backlog of $638 bil...
Oracle's cloud infrastructure revenue is growing rapidly, with multi-cloud partnerships and outcome-based pricing driving Record Performance Orders (RPOs) to $638 billion, up 362.3% year-over-year. The company manages risks through disciplined capita...
The Centre for Addiction and Mental Health (CAMH), Canada's largest mental health teaching hospital, is implementing Oracle Fusion Cloud Applications to unify its clinical and administrative systems. This move aims to improve operational visibility, ...
Oracle has been upgraded to a Strong Buy due to its impressive AI-driven growth and strong cloud business momentum. The company reported stellar earnings with 47% growth in cloud revenue and a 93% increase in cloud infrastructure revenue, although it...
Oracle announced a $0.50 per share quarterly dividend payable on July 24, 2026, unchanged from the previous quarter, resulting in an annual dividend of $2 per share. This dividend yield is about 1.09% based on the current stock price, reflecting Orac...
