Professional
Added to YB: 2025-12-17
Pitch date: 2025-10-15
ORCL [neutral]
Oracle Corporation
-55.42%
current return
Author Info
No bio for this author
Company Info
Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide.
Market Cap
$416.5B
Pitch Price
$301.63
Price Target
N/A
Dividend
1.46%
EV/EBITDA
14.67
P/E
21.54
EV/Sales
7.72
Sector
Software
Category
growth
Janus Henderson Forty Fund Portfolio Holding: Oracle Corporation
ORCL (holding update): Strong Q2 results w/ exceptional forward guidance, especially Oracle Cloud Infrastructure. Signed multi-billion $ contracts driving large increase in remaining performance obligations (future revs). Leading AI market position w/ strong hyperscaler partnerships provides earnings visibility & market opportunity confidence.
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