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NYSE:ORCL

Oracle (ORCL)

183.65
-0.64 (0.35%)
as of Jun 18, 2026, 11:59:35 pm Market Open.
156 watching
0
HOLD
An under-the-radar AI play?

Has done phenomenally well. Market share in the cloud is only 2-3%, but it's growing very quickly. Good company. He'd probably rather own MSFT, AMZN, or GOOG, which are the big cloud players. You won't get hurt owning it for the next little while.

BUY

He bought it a few months ago, because it hadn't made progress for 10 years. It was never a FAANG, but something was changing, indicated by rising stock-buying volumes. This was cheap for a long time. What changed was that they got very serious with the cloud. They operate generation 2 cloud--it's ready for AI and doesn't need to be retrofitted like other cloud computing. Oracle invested a ton into this and that is now paying off. ORCL is gaining market share in cloud. It's had a big run lately, but he's holding on.

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TOP PICK

with more than 380,000 customers—including 100 of the fortune 100—and with deployments across a wide variety of industries in more than 145 countries around the globe, oracle offers an optimized and fully integrated stack of business hardware and software systems. oracle engineers hardware and software to work together in the cloud and in your data center–from servers and storage, to database and middleware, through applications. learn more about oracle http://oracle.com/us/corporate

BUY

Nice growth at a reasonable PE.

BUY
A pick for 2023. They just delivered a great quarter with 25% revenue growth and an earnings beat. Trades at a nice 17x PE. Run by great CEO. The Cerner acquisition was great. Shares are cheap.
PAST TOP PICK
(A Top Pick Dec 29/21, Down 7%) Long-term strategy in the cloud is really starting to bear fruit. Still trades at only 16x forward earnings. Price to sales multiple hasn't changed that much. Great long-term hold, 6th largest in his portfolio. He'll trim when it gets within 5% of target price, 1/3 once it hits that price, and the rest if the earnings don't change. (Analysts’ price target is $85.00)
BUY
Megatech has become sources of funds, targets of selling. If a megatech were to announce layoffs tomorrow, the stocks would get a lift. The negativity is overdone by analysts. These shares are too beaten down.
BUY
Chronically undervalued. They just scored a defence contract. Two recent acquisitions could ignite the stock. Trades at 16x earnings.
TOP PICK
He bought more today. Cloud provider for TikTok, a massively growing company. Lots of horses in the race, from hardware to software to services to the cloud. Lots of traction, especially on the cloud. Yield is 2.03%. (Analysts’ price target is $85.00)
BUY
Look at the multiple of the megacap tech companies. She's added to Oracle, Cisco and IBM for their lower multiples vs. tech peers. Three years ago, she would have been concentrated in Apple, Microsoft and Alphabet.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 24/22, Up 1.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ORCL has triggered its stop at $70. To remain disciplined, we recommend covering the position at this time.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 24/22, Up 12.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK is progressing well. We now recommend trailing up the stop (from $55) to $70.
BUY
She recently added Oracle. They continue to grow their cloud business, focusing on small/medium-sized businesses which may feel pressure in their spending in coming quarters. Absorbing Cerner may hurt margins given integration costs.
BUY
They can grow their dividends and she is looking for sustainable cash flows (that it can grow), and solid dividends.
PAST TOP PICK
(A Top Pick May 08/20, Up 36%) He'd continue to own a small piece, but don't load up the truck. Bought back too much stock, so they blew out their equity on the balance sheet. Fundamentals are not as great now. If Fed turns around, this will do well.
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