I recently increased my position in Oracle (ORCL), driven by strong long-term fundamentals. Despite some market concerns over debt levels and rising OCI insurance costs, Citizens maintains a “Market Outperform” rating with a $342 price target, emphasizing Oracle’s resilient cloud business model and efficient project financing. The firm highlights the significant value embedded in Oracle’s long-term contracts and clarifies that media focus on debt signals oversimplifies the risk. This investment reflects confidence in Oracle’s ability to deliver sustainable growth through solid contract economics, robust funding structure, and expanding cloud footprint.
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