Oracle

Cloud Commoditization And Regulatory Scrutiny Will Erode Differentiation

AnalystLowTarget

Not Invested

Consensus Narrative from 33 Analysts

Published

01 Jun 25

AnalystLowTarget's Fair Value

US$193.08

51.3% overvalued

10 Sep

US$292.18

80.3%

25.5%

80.3%

25.5%

Edit anytime before Jun 1 10:03 PM. Then post Updates to your followers.

Author's Valuation

US$193.1

51.3% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

US$193.1

51.3% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

20.98%

Software revenue growth rate

1.46%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.81%

Calculation

US$24.32b

Earnings '28

30.51x

PE Ratio '28

US$741.92b

Market Cap '28

US$741.92b

Market Cap '28

3.00b

No. shares '28

US$247.49

Share Price '28

US$247.49 Share Price '28

Discounted to 2025 @ 8.86% p.a.

US$191.87

Fair Value '25