NE
Nenad
Community Contributor
Oracle to Transform into a Cloud-First and AI-Driven Enterprise IT Leader
Current Business (Present Narrative): Oracle is a leading provider of enterprise IT solutions, focusing on databases, cloud computing, and enterprise software. Its primary revenue streams include: Cloud Services (Oracle Cloud Infrastructure - OCI): Competing directly with AWS, Azure, and Google Cloud, OCI is growing rapidly, driven by its ability to handle enterprise workloads effectively.
View narrativeUS$212.00
FV
18.8% undervalued intrinsic discount14.39%
Revenue growth p.a.
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about 1 month ago author updated this narrative
WA
Consensus Narrative from 32 Analysts
The Company'S AI Supercomputing And Strategic Alliances Will Accelerate Cloud Revenue Growth
Key Takeaways Strategic investments in cloud services and collaborations are likely to drive revenue growth and expand Oracle's customer base. Oracle's advancements in AI infrastructure and efficient cloud scaling are expected to enhance earnings and improve margins.
View narrativeUS$195.36
FV
11.8% undervalued intrinsic discount13.43%
Revenue growth p.a.
2users have liked this narrative
0users have commented on this narrative
94users have followed this narrative
15 days ago author updated this narrative