From Yahoo Finance: 2025-04-03 08:18:00

Artisan Partners released its Q4 2024 investor letter, showing strong gains in US equities but slight weakness in the fund’s portfolio. The fund’s top five holdings include Oracle Corporation (NYSE: ORCL), which had a one-month return of -3.37% and closed at $145.86 per share on April 2, 2025, with a market cap of $409.025 billion.

In the fourth quarter 2024 investor letter, Artisan Global Opportunities Fund highlighted Oracle Corporation (NYSE: ORCL) as a stock to watch. Oracle is predicted to experience significant profit growth from its cloud infrastructure and software-as-a-service segments. The company recently announced a revenue target of $104 billion by 2029, with expected annual growth of 16%.

Despite being held by 105 hedge fund portfolios in Q4, Oracle Corporation (NYSE: ORCL) is not among the 30 most popular stocks among hedge funds. While Oracle has investment potential, analysts suggest that AI stocks may offer greater returns in a shorter timeframe. Investors looking for promising AI stocks should consider options trading at a discount to NVIDIA.



Read more at Yahoo Finance: Is Oracle (ORCL) a Fast Growing Business?