Oracle can't keep up with demand for its powerful artificial intelligence data center infrastructure.Oracle (ORCL 0.82%) was founded in 1977, and it has participated in almost every technology revolution since. It initially rose to prominence on the back of its database management software, but it then helped its business customers prepare for the dawn of the internet, cloud computing, and now, artificial intelligence (AI).Oracle operates some of the best data center infrastructure in the industry for devel ...

Earnings Results to be released on December 9, 2024, After the Close of the MarketAUSTIN, Texas, Dec. 2, 2024 /PRNewswire/ -- Oracle Corporation today announced that its second quarter fiscal year 2025 results will be released on Monday, December 9th, after the close of the market.  Oracle will host a conference call and live webcast at 4:00 p.m. Central Time to discuss the financial results.  The live webcast will be available on the Oracle Investor Relations website at www.oracle.com/investor.About Oracle ...

Advertisement Oracle shares are set for their best year since 1999 after a 75% surge.The enterprise-computing stock has benefited from strong demand for cloud and AI infrastructure.Oracle cofounder Larry Ellison's personal fortune has surged .Oracle has surged 75% since January, putting the stock on track for its best year since a tripling in 1999 during the dot-com boom.The enterprise-computing giant's share price has jumped from a low of about $60 in late 2022 to about $180, boosting Oracle's market valu ...

Multisource signaling across proprietary and public safety databases, including JADER, enables sophisticated data mining and GVP-compliant signal tracking globallyAUSTIN, Texas, Dec. 2, 2024 /PRNewswire/ -- Oracle today announced new updates to Oracle Life Sciences Empirica Signal and Topics. The latest release of Oracle's market-leading signal detection and management solution extends out-of-the-box database choices for global safety monitoring and enhances the signal review process with versioned case-lev ...

Select customers can begin using Oracle Exadata Database Service on Oracle Database@AWS to simplify the migration and deployment of enterprise workloads to the cloudAUSTIN, Texas, Dec. 2, 2024 /PRNewswire/ -- Oracle today announced the limited preview of Oracle Database@AWS. Customers will now be able to run Oracle Exadata Database Service on Oracle Cloud Infrastructure (OCI) in Amazon Web Services (AWS), starting with the AWS US East Region. Oracle Database@AWS provides customers with a fully integrated ex ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Oracle. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Oracle's Valuation and Growth Prospects - Oracle's stock has gained 52 9% over the past six months significantly outperforming the Zacks Computer and Technology sector 8 1% and the S&P 500 13 1% [2] - The stock trades at a price-to-sales multiple of 8 61X compared to the industry average of 8 02X indicating an elevated valuation [3] - Fiscal 2025 revenue is estimated at $58 02 billion with a year-over-year growth of 9 55% while earnings are expected to grow 11 51% to $6 20 per share [4] - Earnings estimates have only increased by 0 2% over the past 60 days suggesting limited upside potential [4] Cloud Growth and Competitive Landscape - Oracle's total cloud revenues grew 22% to $5 6 billion but Infrastructure-as-a-Service revenue growth decelerated to 46% from 64% last year [5] - The company faces challenges in maintaining momentum in the highly competitive cloud market against established leaders [5] Capital Expenditure and Financial Health - Oracle plans to double its fiscal 2025 CapEx compared to 2024 with first-quarter CapEx already at $2 3 billion [6] - The company is aggressively expanding data center infrastructure including facilities exceeding a gigawatt which could pressure margins and free cash flow [6] - Oracle has $11 billion in cash and marketable securities with first-quarter operating cash flow of $7 4 billion but intensive capital requirements may impact future free cash flow [9] Multi-Cloud Strategy and Financial Performance - Oracle's multi-cloud strategy includes partnerships with Amazon Web Services Microsoft Azure and Google Cloud potentially signaling weakness in its standalone cloud infrastructure [7] - First-quarter operating income grew 14% with an operating margin of 43% but profitability metrics were artificially inflated by accounting changes reducing operating expenses by $197 million [8] Conclusion - Oracle's current valuation of 8 61X sales appears unsustainable given its growth rates and capital requirements [11] - Investors are advised to wait for a more attractive entry point as the current price level reflects an overly optimistic scenario [11]

While Oracle (ORCL) has been a standout performer with a 52.9% gain over the past six-month period, significantly outpacing both the Zacks Computer and Technology sector and S&P 500's modest growth of 8.1% and 13.1%, respectively, this impressive run-up has pushed valuations to a concerning level.6-Month Price PerformanceImage Source: Zacks Investment ResearchTrading at an elevated price-to-sales multiple of 8.61X compared with the Zacks Computer-Software industry’s 8.02X, the stock appears to have gotten a ...

Oracle Corporation (NYSE: ORCL ) shares have beaten the market since the last time I wrote about the database technology giant in September, with shares up roughly 21.27% since then. This beats the market's 7.37% return.This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help t ...

Artificial intelligence (AI) has turned out to be a terrific catalyst for Oracle (ORCL 0.98%) in 2024, with shares of the cloud infrastructure and database software provider jumping 74% so far this year, as of this writing.This impressive rise in Oracle stock isn't surprising, as the company's business has received a big boost because of the growing demand for its cloud infrastructure that's being rented by companies to train and deploy AI models. The good part is that the robust demand for cloud AI service ...