I added to my Oracle (ORCL) position following its strong Q3 performance, which exceeded expectations on both revenue and EPS while delivering over 20% growth—something not seen in more than 15 years. Despite a trimmed price target, Mizuho maintained an Outperform rating, suggesting recent weakness is driven more by valuation compression than fundamentals. With Oracle raising its FY27 revenue target to $90 billion and guiding continued momentum in cloud and AI infrastructure, I see this as a temporary dislocation. Strategic initiatives and expanding cloud applications further reinforce long-term growth visibility.
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