Cristi Croitoru
Looking at the chart below, we can see Oracle’s (NYSE:ORCL) impressive return relative to the S&P 500. Over the past few years, Oracle has demonstrated why it’s no longer the boring database company it used to be. And since
Oracle's AI Revolution Shakes Up Tech Giants
Summary
- Oracle has transformed into a cloud and AI leader, leveraging unique technical advantages and strategic partnerships to secure massive AI-related contracts and backlog growth.
- Strong financial results, including 23% cloud division growth and a robust order book, support Oracle's raised revenue growth outlook of 20% by FY2027.
- Oracle offers an appealing mix of dividend growth (recent 25% increase) and capital returns, with a yield above other tech giants and ongoing share buybacks.
- Valuation remains attractive versus peers, making Oracle a compelling choice for investors seeking growth, stability, and income over the next 3-5 years.
I'm a passionate investor from the Netherlands with 12 years of stock market experience. My articles usually contain a good overview of important investment criteria. A stock for my portfolio is of interest to me if the company has the following characteristics:1. Companies that are growing in both revenue, earnings and free cash flow.2. Companies that have excellent growth prospects.3. Stocks with favorable valuations.I prefer steadily growing companies with high free cash flow margins, dividend stocks and stocks with generous share repurchase programs.Disclaimer: My articles do not provide financial advice, they reflect my own findings and insights.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ORCL, over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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