Oracle Defies Doubts: More Rebound Room After Stock Halves?
Oracle Corporation (ORCL) achieved a milestone not seen in fifteen years, reporting third-quarter revenue and EPS growth that both exceeded 20% YoY. Even more impressive was the disclosure of its Remaining Performance Obligations (RPO)—a key indicator of future revenue—which reached a staggering $553 billion. Can Oracle’s GPU-heavy cloud infrastructure maintain 20%+ growth as competition from custom internal chips intensifies?With $553B in the pipeline, will the market reward ORCL with a "hyperscaler valuation" multiple in 2026?