Oracle Corporation remains a Buy ahead of earnings, with a calculated 23-24% 12-month upside potential and a reiterated bullish stance. ORCL's cloud infrastructure (OCI) revenue surged 84% YoY, outpacing hyperscaler peers, while RPOs soared 325% YoY to ~$553 billion, signaling robust future growth. The customer-prepayment financing model and unique networking architecture enhance ORCL's financial flexibility and competitive moat, supporting margin expansion.
Oracle: Earnings Could Reinforce The Cloud Reacceleration Story (Preview)
Source: Seeking Alpha