Cloud business

搜索文档
Why Broadcom's stock is leading the chip sector's rally on Wednesday
MarketWatch· 2025-09-11 02:53
Oracle Corp. is predicting huge growth in its cloud business for many years out, and Wall Street is taking those numbers as a signal that the artificial-intelligence frenzy is alive and well. That excitement is lifting semiconductor stocks on Wednesday. ...
Software company Oracle shares surge more than 35% on huge AI deals
TechXplore· 2025-09-11 02:50
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Oracle shares soared on Wall Street on projections of massive revenue growth. Oracle shares surged more than 35% in early trading Wednesday after the software giant projected massive revenue growth based on contracts tied to artificial intelligence. Oracle CEO Safra Catz called the just-finished quarter "astonishing" as the co ...
T. Rowe Price's Tony Wang: Oracle's quarter proves it's competitively well-positioned
Youtube· 2025-09-10 23:14
All right, let's uh move on to another uh surprising uh number. Shares of Oracle soaring to uh uh thanks to AI demand. Company now expecting its book revenue from its core cloud business will exceed half a trillion dollars.That overshadows what was a quarterly miss on earnings. Uh Oracle is amongst our next guests top holdings. Joining us Tony Wong Tro science and tech fund manager.Day like today, you pro can probably never own enough of Oracle. Uh Tony, I mean these superlatives just keep piling in from al ...
Larry Ellison Or Elon Musk? Oracle CTO's $70 Bn-Wealth Surge Tightens Race For World's Richest Man
NDTV Profit· 2025-09-10 16:03
Elon Musk’s reign as the world’s richest man may soon be challenged — and the contender is none other than Oracle co-founder Larry Ellison. The 81-year-old billionaire saw his fortune swell by a staggering $70 billion in just one day, after Oracle Corp. delivered an aggressive outlook for its cloud business that sent its shares skyrocketing.Ellison, who serves as chairman and chief technology officer of Oracle, has the bulk of his net worth tied up in the database software company. His net worth has now sur ...
5 Reasons Oracle Is Undervalued and Ready to Rebound
MarketBeat· 2025-03-20 19:07
文章核心观点 - 2025年第一季度甲骨文股价回调是低价买入人工智能股票的机会,其股价相对于同行、盈利前景、资本回报、分析师预测和技术价格走势具有价值 [1] 公司估值 - 甲骨文按当前盈利25倍和明年盈利23倍的市盈率交易,看似被高估,但它不只是软件股,涉足数据中心业务,有望达到今年盈利30倍的市盈率,较3月中旬交易水平可能上涨20% [2][4] - 相对于增长前景,公司股价被低估,27位分析师预测到2034年营收复合年增长率为低两位数,每股收益增长更快,2030年远期市盈率为12倍,2034年为7倍,股价可能上涨200% - 250% [5][6] 业务发展 - 公司进军数据中心,计划将产能翻倍,市场份额虽小但增长迅速,专注嵌入式人工智能服务和人工智能基础设施,是全球数据中心生态系统中人工智能数据管理的核心 [3] - 2024年底云计算业务仅占全球云计算市场2%,但以高两位数速度增长,预计2025年和2026年将持续增长,与亚马逊、微软和谷歌的合作使其拥有全球最大的数据中心覆盖范围之一,可触及超70%的潜在市场 [4] 股息情况 - 2025年初甲骨文股息与标准普尔500指数平均股息大致相当,但由于增长前景被低估,公司支付的股息不到2025年盈利预测的35%,多年来股息支付增长速度高于平均水平,未来至少十年有望继续以高于平均的速度增加股息支付,还有可能将股息增加频率从每几年一次提高到每年一次 [7][8] 分析师预测 - 28位分析师给出的12个月股票价格预测为179.20美元,有17.59%的上涨空间,评级为适度买入,分析师下调股价预期,但市场反应过度,共识目标预测股价从150美元水平上涨近20%,公司评级从卖出上调至中性,卖出评级降至零 [10] 技术分析 - 技术走势显示,2025年初甲骨文股价触底反弹,3月市场创新低,随机指标和MACD出现背离,150美元附近支撑增强,有望出现看涨价格波动,可能涨至180美元或更高,但160美元附近存在关键阻力位,若无市场情绪变化和关税、衰退担忧缓解,可能难以突破 [11]
Alibaba Group: ~80% Upside By 2027 (Regression Analysis)
Seeking Alpha· 2025-02-26 20:32
文章核心观点 - 分析师看好阿里巴巴集团控股有限公司,因其云业务和人工智能投资等增长因素,结合市场地位和国际扩张前景良好 [1] 分析师情况 - 分析师是有经验的金融分析师,曾为Seeking Alpha的Fade The Market撰稿,擅长解读复杂财务数据,能提供准确见解和建议以推动明智财务决策 [1] - 分析师具备扎实财务建模和数据分析背景,擅长评估投资机会、风险状况,制定战略财务计划以实现利润最大化 [1] - 分析师有跨行业成功财务分析记录,能解读财务报表、进行比率分析和预测未来业绩,利用高级Excel技能和行业领先工具生成综合报告和演示文稿 [1]