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  1. Predictions
buy

Oracle Corp. buy ValueFreak

Oracle Corp.
Start price
€34.93
01.12.16 / 100%
Target price
€295.00
08.09.26
Performance (%)
376.11%
Price
€157.30
15.12.25
Summary
This prediction is currently active. With a performance of 376.11% the BUY prediction by ValueFreak is a big success. A total of €8.98 was paid as dividends for this prediction. This prediction currently runs until 08.09.26. The prediction end date can be changed by ValueFreak at any time. ValueFreak has 100% into this prediction
Performance without dividends (%)
Name 1w 1m 1y 3y
Oracle Corp. -16.992% -16.992% -4.713% 108.593%
iShares Core DAX® 0.795% 1.458% 17.980% 69.888%
iShares Nasdaq 100 -3.088% -0.762% 3.169% 101.814%
iShares Nikkei 225® -0.952% -2.268% 12.208% 45.300%
iShares S&P 500 -1.393% 0.199% 1.698% 63.763%

According to ValueFreak what are the pros and cons of Oracle Corp. for the foreseeable future?

Pros
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Undervalued
High dividend yield expected
Top Rating
Very positive Cash Flow expected
Standard Investments for future growth
Valuable balance sheet
Small challenges to pay loans and raise capital
Very capable Management
Very good company culture
Innovative
Strong uniques
Very differentiated customer and product portfolio
Growths faster than the competition
Sustainability is important
Stable Large shareholder and/or long term investor
Small Risks for its business
Market Leader or Top 3
Very small cyclical dependencies
Well known brand
Very Future proof/growth oriented business model
Could be worthwhile Investment >10% per year
Higher EBIT margin than peer group
ROE higher than 15% per year
Cons

Comments by ValueFreak for this prediction

In the thread Oracle Corp. diskutieren

Oracle macht nach Veröffentlichung des Quartalsergebnisses im nachbörslichen Handel einen deutlichen Satz nach oben.
https://investor.oracle.com/investor-news/news-details/2025/Oracle-Announces-Fiscal-Year-2026-First-Quarter-Financial-Results/default.aspx
  • Q1 Remaining Performance Obligations $455 billion, up 359% in both USD and constant currency
  • Q1 GAAP Earnings per Share down 2% to $1.01, Non-GAAP Earnings per Share up 6% to $1.47
  • Q1 Total Revenue $14.9 billion, up 12% in USD and up 11% in constant currency
  • Q1 Cloud Revenue (IaaS plus SaaS) $7.2 billion, up 28% in USD and up 27% in constant currency
  • Q1 Cloud Infrastructure (IaaS) Revenue $3.3 billion, up 55% in USD and up 54% in constant currency
  • Q1 Cloud Application (SaaS) Revenue $3.8 billion, up 11% in USD and up 10% in constant currency
  • Q1 Fusion Cloud ERP (SaaS) Revenue $1.0 billion, up 17% in USD and up 16% in constant currency
  • Q1 NetSuite Cloud ERP (SaaS) Revenue $1.0 billion, up 16% in USD and up 15% in constant 
"We signed four multi-billion-dollar contracts with three different customers in Q1," said Oracle CEO, Safra Catz. "This resulted in RPO contract backlog increasing 359% to $455 billion. It was an astonishing quarter—and demand for Oracle Cloud Infrastructure continues to build. Over the next few months, we expect to sign-up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars. The scale of our recent RPO growth enables us to make a large upward revision to the Cloud Infrastructure portion of Oracle's overall financial plan which we will be presenting in detail next month at the Financial Analyst Meeting. As a bit of a preview, we expect Oracle Cloud Infrastructure revenue to grow 77% to $18 billion this fiscal year—and then increase to $32 billion, $73 billion, $114 billion, and $144 billion over the subsequent four years. Most of the revenue in this 5-year forecast is already booked in our reported RPO. Oracle is off to a brilliant start to FY26."
"MultiCloud database revenue from Amazon, Google and Microsoft grew at the incredible rate of 1,529% in Q1," said Oracle Chairman and CTO, Larry Ellison. "We expect MultiCloud revenue to grow substantially every quarter for several years as we deliver another 37 datacenters to our three Hyperscaler partners, for a total of 71. And next month at Oracle AI World, we will introduce a new Cloud Infrastructure service called the 'Oracle AI Database' that enables our customers to use the Large Language Model of their choice—including Google's Gemini, OpenAI's ChatGPT, xAI's Grok, etc.—directly on top of the Oracle Database to easily access and analyze all their existing database data. This revolutionary new cloud service enables the tens of thousands of our database customers to instantly unlock the value in their data by making it easily accessible to the most advanced AI reasoning models. Oracle AI Cloud Infrastructure and the Oracle MultiCloud AI Database will both contribute to dramatically increasing cloud demand and consumption over the next several years. AI Changes Everything."
Wenn Frau Catz sich in der Zukunftsprojektion schon so weit aus dem Fenster lehnt, kann es nicht verkehrt sein, die Aktie weitere Zeit zu halten.
Hier ist noch der Link zu den aktuellen Kommentaren von Markus Koch
https://www.youtube.com/watch?v=fVhpuLJ856I

ValueFreak 
0
Report Share
09.09.25 Buy 376.11%
Prediction Buy
Perf. (%) 376.11%
Target price 295.000
Change
Ends at 08.09.26

Larry Ellison, Oracle's Chairman of the Board and Chief Technology Officer, stated, "Humanity is investing enormous resources in the race to advance Artificial Intelligence. Oracle Cloud Infrastructure is playing a major part in that effort. Clay's years of experience leading Oracle's large, fast-growing Cloud Infrastructure business has demonstrated his readiness for a CEO role. Mike has spent the last several years modernizing Oracle's Industry applications businesses—including Oracle Health—by completely rebuilding those applications using the latest AI technologies. A few years ago, Clay and Mike committed Oracle's Infrastructure and Applications businesses to AI—it's paying off. They are both proven leaders, and I am looking forward to spending the coming years working side-by-side with them. Oracle's future is bright."
Safra Catz wechselt in den Aufsichtsrat
Safra Catz, who has served as Oracle's CEO since 2014, has been appointed to serve as Executive Vice Chair of the Oracle Board of Directors. Larry Ellison, Oracle's Chairman of the Board and Chief Technology Officer, said, "Safra led Oracle as we became a hyperscale cloud powerhouse—clearly demonstrated by our recent results. In her role as Vice Chair, Safra and I will be able to continue our 26-year partnership—helping to guide Oracle's direction, growth and success."
An der Börse wurden die Nachrichten offenbar positiv ausgenommen und die Aktie stieg deutlich während der Handelssitzung. Ich erhöhe das Kursziel auf 295 EUR.

ValueFreak 
0
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23.09.25

Plötzlich in aller Munde wegen der KI Mode der Börsen - Oracle
https://www.n-tv.de/wirtschaft/Wird-Oracle-das-neue-Nvidia-article26082720.html
Es gibt aber keinen Tag der Wiederauferstehung sondern eine kontinuierliche Entwicklung, die in der Vergangenheit oft unbemerkt blieb. Ich erinnere mich an Zeiten, wo die Engineered Systems des Konzerns belächelt wurden. Die extrem langfristigen Kreditaufnahmen in Zeiten der Niedrigzinsen waren insbesondere Warren Buffet suspekt, als er sich kurze Zeit mit dem Geschäftsmodell der Firma beschäftigte.
Es sollte trotzdem jedem klar sein, dass das aktuelle Trend Buying an den Börsen sehr riskant ist. Das gilt mittlerweile für fast den gesamten Tech Bereich. 

ValueFreak 
1
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11.10.25 Buy 376.11%

  • Q2 Remaining Performance Obligations $523 billion, up 438% in USD
  • Q2 GAAP Earnings per Share up 91% to $2.10, Non-GAAP Earnings per Share up 54% to $2.26
  • Q2 Total Revenue $16.1 billion, up 14% in USD and up 13% in constant currency
  • Q2 Cloud Revenue (IaaS plus SaaS) $8.0 billion, up 34% in USD and up 33% in constant currency
  • Q2 Cloud Infrastructure (IaaS) Revenue $4.1 billion, up 68% in USD and up 66% in constant currency
  • Q2 Cloud Application (SaaS) Revenue $3.9 billion, up 11% in both USD and constant currency
  • Q2 Fusion Cloud ERP (SaaS) Revenue $1.1 billion, up 18% in USD and up 17% in constant currency
  • Q2 NetSuite Cloud ERP (SaaS) Revenue $1.0 billion, up 13% in both USD and constant currency
Damit bleibt die Wachstumsstory spannend.
"Oracle is very good at building and running high-performance and cost-efficient cloud datacenters," said Oracle CEO, Clay Magouyrk. "For years Oracle has been investing in AI and building autonomous cloud software. Oracle's Autonomous Database and Autonomous Linux have been key to reducing human labor and human error in our datacenters. Because our datacenters are highly automated, we can build and run more of them. Oracle has over 211 live and planned regions worldwide—more than any of our cloud competitors. We are more than halfway through building 72 Oracle Multicloud datacenters to be embedded throughout the Amazon, Google and Microsoft clouds. We are committed to Cloud Neutrality because we believe that our customers should be able to run their Oracle databases in any cloud they choose. That strategy is definitely paying off. Our Multicloud database business is our fastest growing business—up 817% in Q2."
"AI Training and selling AI Models are very big businesses," said Oracle CEO, Mike Sicilia. "But we think there is an even larger opportunity—embedding AI in a variety of different products. Oracle is in a unique position to embed AI in all three layers of our software products: our Cloud Datacenter software, our Autonomous Database and Analytic software, and our Applications software. All three of these Oracle software businesses are already big—AI will make them all better and bigger. AI allows us to automate complex multistep processes that were impossible to automate before AI. AI is enabling us to automate loan origination and risk quantification for banks and their customers. AI is enabling us to help doctors diagnose and care for their patients and manage the reimbursement process between healthcare providers and payers. All of the top five AI Models are in the Oracle Cloud. We have huge advantages over our applications competitors."
Trotz der guten Zahlen reagiert die Börse im Nachgang verhalten. Der Preis der Aktie hatte sich in den letzten Tagen erholt und scheint jetzt wieder nachzugeben - eventuell eine gute Kaufgelegenheit.

ValueFreak 
0
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10.12.25 Buy 376.11%

News

Oracle mit mehr Umsatz und 18% Gewinnzuwachs
Oracle mit mehr Umsatz und 18% Gewinnzuwachs
Im abgelaufenen Quartal hat Oracle 3% mehr Umsatz gemacht und damit einen 18% höheren Nettogewinn erwirtschaftet. Mit 17% nahm der Umsatz mit neuen Lizenzen und Cloud Subscriptions besonders
ValueFreak 
0 19.12.12
Oracle übertrifft die Erwartungen
Oracle übertrifft die Erwartungen
Oracle veröffentlichte am späten Abend die Resultate zum dritten Quartal des laufenden Fiskaljahres. Der Umsatz des Konzerns wuchs um 3% auf 9,039 Mrd. USD gegenüber dem Vorjahreszeitraum.
ValueFreak 
0 21.03.12