Group 1: Oracle - Oracle's stock price has increased by 85% over the past two years, surpassing the S&P 500's 45% gain, leading to a market cap of 420billion[1]−Thecompanyhastransitionedfromaslow−growingdatabasesoftwareprovidertoacloud−basedservicesprovider,acquiringhigher−growthcompanieslikeNetSuiteandCerner[2]−AnalystsprojectOracle′srevenueandEPStogrowataCAGRof13189 per share, increasing its market cap to approximately 517billionby2027[4]Group2:Alibaba−Alibaba,valuedatroughly330 billion, has faced significant challenges, including antitrust fines and restrictions that have weakened its competitive position [5] - The company's growth has been impacted by China's sluggish recovery from the pandemic and reduced consumer spending [6] - Despite these challenges, analysts expect Alibaba's revenue and EPS to grow at a CAGR of 7% and 30% from fiscal 2024 to fiscal 2027 [8] - Alibaba is expanding its overseas marketplaces and developing new large language models to leverage the AI market, with potential stock price doubling to 322perADRandmarketcapreaching730 billion [9] Group 3: Strategy - Strategy, formerly MicroStrategy, has become the largest corporate holder of Bitcoin, holding 499,226 Bitcoins valued at 41.7billion,whichconstitutesoverhalfofitsmarketcapof77.5 billion [10] - The core software business is experiencing minimal growth, but the company is expanding its cloud-based subscription services and AI tools [11] - Strategy plans to raise 42billionby2027throughacombinationofequityandfixed−incomesecurities,whichmaydiluteinvestorsbutisaimedatsupportingBitcoinpurchases[12]−IfBitcoinpricesrisesignificantly,Strategy′sstockcouldseesubstantialgains,withforecastssuggestingBitcoincouldexceed1 million by 2027 [13][14]
Oracle(ORCL) The Motley Fool·2025-03-19 09:50