tl;dr
Oppenheimer initiated coverage on Oracle Corporation (NYSE: ORCL) with a Perform rating, citing the company as a long-term beneficiary of software industry secular trends driving revenue growth and operating leverage. Oracle's steady and predictable revenue growth model, with 75% of total revenue ge...
Oppenheimer initiated coverage on Oracle Corporation (NYSE: ORCL) with a Perform rating, citing the company as a long-term beneficiary of software industry secular trends driving revenue growth and operating leverage. Oracle's steady and predictable revenue growth model, with 75% of total revenue generated through cloud services and license support, was noted by Oppenheimer. The firm also highlighted Oracle's FY2026 guidance, indicating a reacceleration of top-line growth to a double-digit rate. Flagship products such as Oracle database, Oracle Cloud Infrastructure, NetSuite Application Suite, and Oracle Fusion Cloud ERP were mentioned, solidifying Oracle's position as the second-largest enterprise software provider globally with organic cloud revenue growth rates double the industry average, according to Gartner. Oppenheimer identified SAP and Workday as top competitors, while Amazon, Google, and Microsoft were noted as potential competitors in the public cloud market, with Microsoft currently partnering with Oracle. Both Seeking Alpha and Wall Street analysts have a Buy rating on Oracle, while Seeking Alpha's Quant system, known for beating the market, has assigned a Hold rating.
More about Oracle Corporation
Oracle Corporation Summary:
Oracle Corporation is an American multinational computer technology corporation headquartered in Austin, Texas. Previously based in Redwood Shores, California, the company moved its headquarters to Texas in December 2020. Oracle specializes in selling database software, technology, cloud engineered systems, and enterprise software products, particularly its own brands of database management systems.
Sector: Technology
Industry: Services-Prepackaged Software
Market Cap: 331.52 billion
Current Price: $31.83
PE Ratio: 1.6
EPS: 3.79
ROI: 19.21%
Beta: 0.203
Revenue: 52.51 billion
Gross Margin: 140.07%
Net Profit Margin: 0.25%
Dividend: 0.071
More about SAP SE ADR
SAP SE ADR, SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
Industry: TECHNOLOGY
Sector: SERVICES-PREPACKAGED SOFTWARE
Market Cap: 211.30B
Current Price: $54.88
Price Change: 2.20
Change (%): 3.29%
52 Week Range: $26.74 - $207.73
EPS: $0.197
Revenue: 31.20B
PE Ratio: 1.418
Dividend Yield: 0.05%
More about Workday Inc
Stock Market Analysis: Workday Inc. (Ticker: WDAY)
Workday, Inc. provides business applications in the cloud worldwide. The company is headquartered in Pleasanton, California.
Sector: Technology
Industry: Services-Computer Processing & Data Preparation
Market Cap: $68.63 billion
Current Price: $49.56
Dividend Yield: None
Price to Earnings Ratio (P/E): 5.2
52-Week High: $317.73
52-Week Low: $0.19
Volume: 7,259,000
More about Amazon.com Inc
Company: Amazon.com Inc
Description: Amazon.com, Inc. is an American multinational technology company which focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence. It is one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Microsoft, and Facebook. The company has been referred to as one of the most influential economic and cultural forces in the world, as well as the world's most valuable brand.
Industry: TRADE & SERVICES, RETAIL-CATALOG & MAIL-ORDER HOUSES
Market Cap: 1907023151000
PE Ratio: 63.21
Dividend Yield: None
EPS: 2.9
52-Week High: 209.59
52-Week Low: 50.69
Price to Sales: 0.139
More about Alphabet Inc Class C
Alphabet Inc Class C Summary Alphabet Inc Class C Summary
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
Company Information
Sector: TECHNOLOGY
Services: SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
Market Cap: $1,928,721,596,000
PE Ratio: 26.9
Dividend Yield: None
Beta: 5.8
EPS: 24.34
Shares Outstanding: 307,393,987,000
Price to Book: 163.84
Price to Sales: 0.56
Profit Margin: 0.135
More about Alphabet Inc Class A
Alphabet Inc Class A Summary Alphabet Inc Class A
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
Industry
Technology, Services-Computer Programming, Data Processing, etc.
Financial Data
Market Cap: 192.87 billion
Price to Earnings Ratio: 26.57
Dividend Yield: None
Earnings per Share: 5.81
52-Week High: 24.34
52-Week Low: 0.24
Revenue: 307.39 billion
Gross Margin: 164.74
Operating Margin: 0.56
Profit Margin: 0.135
More about Microsoft Corporation
Microsoft Corporation is an American multinational technology company that produces computer software, consumer electronics, personal computers, and related services. Its best-known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.
Sector: Technology
Industry: Services - Prepackaged Software
Market Cap: $306.80 billion
PE Ratio (TTM): 37.3
EPS (TTM): $2.86
Dividend Yield: 11.07%
52-Week Price Range: $30.61 - $227.58
Beta: 0.363
Shares Outstanding: 2.28 billion
Next Earnings Date: $435.44
Price to Book Ratio: 0.332
Price to Sales Ratio: 0.176
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