Tiger V
03-27
$Oracle(ORCL)$ 

I added to my Oracle position following its recent pullback, which appears driven more by multiple contraction than weakening fundamentals. The company delivered a strong Q3, beating expectations with $1.79 EPS and $17.2B revenue, while achieving over 20% growth in both revenue and non-GAAP EPS—something not seen in over 15 years. Mizuho’s reaffirmed Outperform rating and raised long-term outlook reinforce confidence. With accelerating momentum in cloud and AI infrastructure, alongside strategic expansions, Oracle remains well-positioned for sustained earnings growth into FY2026 and beyond.

ORCL
03-27 22:05
USOracle
SidePrice | FilledRealized P&L
Buy
Open
138.78
0
+5.35%
Holding
Oracle
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