I added to my Oracle (ORCL) position following its strong Q3 performance, which exceeded expectations on both earnings and revenue. The company delivered a “clean” quarter, with over 20% growth in organic revenue and non-GAAP EPS—something not seen in more than 15 years. Despite a trimmed price target, concerns appear to be easing as fundamentals strengthen. Oracle’s raised FY27 revenue target to $90 billion signals confidence in its trajectory. With continued momentum in cloud and AI infrastructure, alongside strategic initiatives like TikTok US, I see further upside potential from current levels.
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- chikki·03-26Solid move! Oracle's cloud momentum is unstoppable, buying at 144.85 is spot on. [强]LikeReport