$Oracle(ORCL)$ I added to my O

I added to my Oracle position following its strong Q3 performance and improving outlook. Despite Mizuho trimming its price target, it maintained an Outperform rating, noting a “clean” quarter with beats across EPS and revenue, alongside a raised FY27 revenue target of $90 billion. The recent pullback appears driven more by multiple contraction than fundamentals. Oracle’s return to >20% growth in both revenue and EPS—something not seen in over 15 years—signals a structural shift. With continued momentum in cloud and AI infrastructure, plus strategic initiatives like TikTok US, the long-term growth story remains compelling.

ORCL

03-26 22:59

USOracle

Side	Price \| Filled	Realized P&L
Buy Close	144.78 0	-- Closed

Oracle

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Comments

EmilyMark
03-26 23:32
EmilyMark
Solid buy! Oracle's AI momentum is a game-changer. [看涨]

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