Oracle: Now Is The Time To Be Greedy (Rating Upgrade)

Bay Area Ideas3.76K FollowersFollow5ShareSavePlay(10min)CommentsSummaryOracle Corporation is upgraded to a buy as valuation hits multiyear lows, despite strong growth momentum.Cloud revenues surged 34% YoY, with Oracle Cloud Infrastructure up 68%, and RPOs soared 438% to $523 billion.High leverage and rising funding costs present risks, but robust demand and positive Q3 guidance mitigate default concerns.Market fear appears excessive; long-term investors can capitalize on Oracle's accelerating AI-driven cloud growth and discounted P/E.

Getty Images It has been a long time since I have covered Oracle Corporation (ORCL). Probably too long, as the company has had its fair share of major ups and downs in recent months. Despite the huge correction, the stock's gains since myThis article was written byBay Area Ideas3.76K FollowersFollowI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to the best of my ability, hold true to these values which I believe are key for long-term success. I would like to invite all of my readers to leave their constructive criticism and feedback in the comments section so that I can further enhance the quality of my work moving forward. Thank you and God Bless America!Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.