From Nasdaq: 2025-03-21 08:30:00

Oracle Corporation (ORCL) has shown strong performance, with shares rising 18.4% in the past year, surpassing the sector and S&P 500. This growth is fueled by cloud and AI focus, leading to third-quarter revenue of $14.1 billion, a 6% increase. RPOs hit $130 billion, showing future revenue potential.

Oracle’s AI momentum is evident, with IaaS revenues up 51%, driven by AI training demand. Oracle AI Agent Studio launch enhances AI capabilities. Multi-cloud strategy success noted, with 92% growth in multi-cloud database revenues. However, investors should consider capital expenditure pressures and valuation concerns.

Investors are advised to hold Oracle (ORCL) positions for now. The company’s cloud and AI market positioning is strong. However, caution is warranted due to high CapEx and infrastructure constraints. Oracle’s valuation is high, limiting margin of safety. Prospective investors should wait for better entry points or solid revenue growth evidence.



Read more at Nasdaq: Oracle Up 18.4% in a Year: Buy, Sell or Hold the Stock?