Is ORCL a good stock to buy?
We came across a bullish thesis on Oracle Corporation on Beyond The Hype – Looking Past Management & Wall Street Hype’s Substack by Beyond The Hype and Shilpa Reddy
In this article, we will summarize the bulls’ thesis on ORCL. Oracle Corporation’s share was trading at $211.82 as of June 8th. ORCL’s trailing and forward P/E were 38.36 and 26.60 respectively according to Yahoo Finance.
Copyright: welcomia / 123RF Stock Photo Oracle Corporation offers products and services that address enterprise information technology environments worldwide. ORCL delivered a strong Q3 FY2026 performance, reporting revenue of $17.19B, up 22% YoY, and non-GAAP EPS of $1.79, up 21% YoY, with underlying demand trends reinforcing its positioning in AI-driven cloud infrastructure. 15 AI Stocks That Are Quietly Making Investors Rich Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential Remaining Performance Obligations surged to $553B, while AI Infrastructure revenue grew 243% YoY and Multicloud Database expanded 531% YoY, highlighting accelerating adoption from hyperscalers and model providers. Coming into the print, investor focus centered on whether Oracle could sustainably fund its aggressive AI infrastructure expansion without stressing the balance sheet amid rising capital intensity.