$Oracle(ORCL)$ I’ve made an additional investment in Oracle (ORCL) based on strong long-term fundamentals. Citizens recently reaffirmed a “Market Outperform” rating with a $342 price target, citing confidence in Oracle’s cloud business model, contract economics, and funding structure. While media attention has focused on rising debt insurance costs and some investor confusion around OCI, Citizens emphasizes the value of Oracle’s long-term contracts and efficient project financing. I see this as an opportunity to benefit from sustained cloud growth and robust contract structures, despite short-term noise around debt metrics and market perception.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 197.20 0 | +0.03% Holding |
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