We recently published a list of Jim Cramer’s Latest Lightning Round: Top 10 Stocks. In this article, we are going to take a look at where Oracle Corporation (NYSE:ORCL) stands against other top stocks that Jim Cramer discusses in latest lightning round.
Jim Cramer in a latest program on CNBC reiterated his view that the market volatility stems from President Donald Trump’s ever-changing policies and temperament that often spooks investors. He also talked about the increasing chances of recession:
“The stock market matters as a bellwether for the country, not just as a wealth creator. You can gauge the country’s mood from the market, and as of Thursday, it was correcting itself from a positive attitude to a negative one, from an exuberant one to a solemn one, and that’s how you get a recession. Now, it might be true that the old Trump created too much enthusiasm, and that enthusiasm could have led to the euphoria … before COVID hit, he presided over a fantastic economy with great job growth, no inflation, and he did it lightly. He did with a smile. He was consistent in the optimism and his get it done attitude. I miss that President Trump. This new second term President Trump is angry, lashes out especially on Truth Social, and his approach is so inconsistent that it frightens all sorts of business owners to the point where they don’t know what to do. They can’t get their heads around this moly front trade work. They thought they had a friend in the White House, but suddenly it’s like they have an enemy who seems upset and angry with them. The president expressed his fury, and all sorts of workers from all sorts of businesses, many of them voted for them, are worried about their jobs.”
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In this article we picked 10 stocks Jim Cramer was talking about in his latest programs. With each company we have mentioned its latest hedge fund sentiment. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Oracle Corporation (NYSE:ORCL)
Number of Hedge Funds Investors: 91
Jim Cramer in a program on CNBC said the following about Oracle Corporation (NYSE:ORCL) ahead of the company’s earnings:
“Oracle is going to report, I bet they’re going to have some really positive things to say. Now, Oracle, very good software company, has become a great data center company, which was terrific until we learned that some Chinese outfit could create high-quality AI models using very much less expensive hardware.”
Oracle’s latest quarterly results missed estimates but there were some positive points. While overall revenue increased by 6% to $14.13 billion, and net income rose 22% to $2.94 billion, the cloud services segment, which makes up 78% of total sales, saw a 10% year-over-year increase, hitting $11.01 billion. Notably, cloud infrastructure revenue surged by 49% to $2.7 billion, driven by AI demand.
Oracle’s remaining performance obligations (RPO) surged to $130 billion, a 63% increase year-over-year, even without including contracts from Project Stargate. Project Stargate, a $500 billion AI infrastructure initiative involving major tech players and government backing, is expected to significantly impact Oracle’s revenue and RPO.
Oracle anticipates revenue growth of 15% for fiscal year 2026 and potentially 20% for fiscal year 2027. Given the growth in RPO and the potential from Stargate, the company believes it can exceed consensus revenue estimates for fiscal year 2025.
Polen Focus Growth Strategy stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q4 2024 investor letter:
“We added to several existing positions in the quarter including Oracle Corporation (NYSE:ORCL), Zoetis, and Eli Lilly. Oracle was a recent addition to the portfolio last quarter, and results so far indicate an accelerating trajectory that we expect will continue for many years. The company’s OCI (Oracle Cloud Infrastructure) cloud infrastructure business enjoys large and durable advantages and is seeing much demand for normal cloud workloads with generative AI training and inference workloads as nice potential optionality on the upside.”
Overall, ORCL ranks 3rd on our list of top stocks that Jim Cramer discusses in latest lightning round. While we acknowledge the potential of ORCL, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ORCL but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
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