Though cloud giant Oracle came within a stone's throw of reaching the psychologically important $1 trillion valuation mark, another company is better suited to beat it to the punch. On Wall Street, market cap serves as a differentiator of good and great businesses. While there are plenty of budding small- and mid-cap companies, businesses with valuations in excess of $10 billion have (more often than not) demonstrated their innovative capacity and backed up their worth to Wall Street. But among this class o ...

Key Points Oracle’s cloud investments are paying off big time. Oracle has set clear five-year expectations. If it delivers, it’s reasonable to assume the stock could more than double from here. 10 stocks we like better than Oracle › Oracle (NYSE: ORCL) surged a mind-numbing 36% on Wednesday to close the session at a market cap of $922 billion. Five years ago, Oracle's market cap was under $200 billion. Now, there's reason to believe it can surpass $2 trillion by 2030. If that prediction comes tru ...

核心财务表现 - 公司第一财季总收入同比增长12%至149亿美元 云基础设施收入同比增长55%至33亿美元 [4] - 非GAAP每股收益为1.47美元 同比增长6% [4] - 剩余履约义务(RPO)激增359%至4550亿美元 主要受四笔数十亿美元级客户合同推动 [4] 业务发展态势 - 云基础设施(OCI)需求持续增长 被管理层形容为"惊人" [5] - 公司正通过增加数据中心容量 建立多云数据中心 与大型合作伙伴整合来扩大规模 [6] - 剩余履约义务的确认时间分布：约10%在未来12个月内 25%在13-36个月 34%在37-60个月 剩余部分在五年后 [5] 市场反应与预期 - 股价在财报公布后出现波动 投资者关注巨额合同向收入的转化速度 [1] - 短期价格可能波动 但多年期视野下收入能见度优于财报前 [2] - 部分投资者对合同兑现时间表存在顾虑 主要涉及数据中心部署进度和客户消耗计划 [6]

股价表现 - 公司股价在当日交易中上涨近40% [2] - 此次股价上涨幅度对于大型上市公司而言是前所未有的 [3] - 基于4000多亿美元OCI收入及合理利润率 股价上涨具有合理性 [4] 云计算业务突破 - 云计算收入预计将大幅增长 主要得益于预订量激增 [1] - 公司与OpenAI签署为期5年价值3000亿美元的计算能力合同 [7] - 该合同可能是云计算领域最大合同之一 涉及OpenAI 微软和XAI等客户 [8] - 合同与数月前在白宫宣布的Stargate项目相关 [8] 竞争优势与战略 - 公司采用全新云架构实现差异化竞争 [6] - 创始人兼首席技术官Larry Ellison推动公司全力投入资本支出 [6] - 公司有望成为全球前四大超大规模云服务商 甚至可能排名第三 [16] - 竞争优势在于上市时间而非成本 客户愿意为抢先机支付溢价 [13] 盈利能力分析 - 云计算业务净营业利润率预计可达35% [10] - 利润率水平低于AWS的40%但仍属可观 [10] - 现金流转表现极佳 特别是针对积压订单 [11] - 随着4000多亿美元投资明细清晰化 利润结构将更加明确 [12] 领导力与执行 - Larry Ellison被认为是成功的关键因素 其持有大量公司股份带来额外影响力 [15] - 创始CEO团队能够实现其他公司难以完成的任务 [15] - 公司团队在OCI方面表现优秀 [15] 业务基础与风险 - 数据库即服务业务表现稳健 公司数据库技术已被顶级超大规模云服务商采用 [19] - 需要关注利润率实际表现与预测的差异 [20] - 公司拥有两个强大的企业SaaS平台 分别面向高端企业市场和中端市场 [21] - 需加强跨领域智能体工作流程解决方案 [21]

行业背景 - 现代云计算行业由亚马逊开创 亚马逊于2002年推出AWS云基础设施服务[1] - 云计算提供按需、可扩展的计算、软件、数据存储和网络能力[1] - AI发展推动云基础设施需求激增 因大语言模型需要大量数据中心计算能力[2] 市场竞争格局 - 云计算市场三大巨头份额：AWS占30% 微软Azure占20% 谷歌云占13%[6] - 甲骨文云基础设施(OCI)市场份额仅3% 排名第五[6] - 微软Azure在2025财年收入超过750亿美元 同比增长34%[10] - 2025年上半年AWS收入601亿美元(年化1202亿美元) 谷歌云收入259亿美元(年化518亿美元)[10] 甲骨文业绩表现 - 2026财年Q1总收入149亿美元 同比增长11% 调整后每股收益1.47美元增长6%[7] - 剩余履约义务(RPO)激增359%至4550亿美元 其中单季度签署3170亿美元合同[8][9] - CEO表示预计将签署多个数十亿美元客户 RPO可能超过5000亿美元[9] - 公司定位为AI工作负载的首选合作伙伴[9] 增长预测 - 2026财年云收入180亿美元增长77%[14] - 2027财年云收入320亿美元增长78%[14] - 2028财年云收入730亿美元增长128%[14] - 2029财年云收入1140亿美元增长56%[14] - 2030财年云收入1440亿美元增长26%[14] 长期展望 - 预计到2029年底AWS收入2250亿美元 Azure收入2410亿美元 谷歌云收入1570亿美元 甲骨文1440亿美元[15] - OCI有望在未来五年内对三大云提供商构成挑战[11] - 基于RPO转化为收入的假设 甲骨文可能改变云计算市场格局[9][11]

Without Broadcom and Oracle, the "Magnificent Seven" is no longer a good representation of the market's leading growth stocks.Broadcom (AVGO 0.19%) and Oracle (ORCL -5.09%) just delivered exceptional earnings reports and guidance that sent both tech stocks to all-time highs. Over the last five years, Broadcom is up over 925% and Oracle is up over 475% -- outperforming every "Magnificent Seven" stock (Microsoft, Apple, Alphabet, Amazon, Meta Platforms, Tesla) except one -- Nvidia.The "Ten Titans" provide an ...

Oracle has delivered so far, but its new promises are in another league.After gaining a staggering 36% on Sept. 10, Oracle (ORCL -5.09%) has practically doubled in 2025 and is up more than 470% in the last five years.Oracle's rapid rise proves why it's time to forget about the "Magnificent Seven" and focus instead on the "Ten Titans," which is the Magnificent Seven (Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta Platforms, and Tesla) plus Broadcom, Oracle, and Netflix. The Magnificent Seven still has valu ...

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks on Wall Street’s Radar.  On September 10, Cantor Fitzgerald analyst Thomas Blakey raised the price target on the stock to $400.00 (from $271.00) while maintaining an Overweight rating. The price target raise follows Oracle’s booming AI-related contracts that are driving massive growth in its cloud business. The company reported 359% year-over-year growth in Remaining Performance Obligations (RPO), an increase of $317 billion. It has also raised its O ...

Investors just got clear evidence that the artificial intelligence (AI) revolution has a long runway ahead.After a blistering run that spanned more than two years and produced stock price gains of 2,500% (as of this writing), Palantir Technologies (PLTR 4.14%) is taking a well-earned breather. From humble beginnings developing artificial intelligence (AI) solutions for the U.S. intelligence industry, the data mining and AI specialist branched out, creating solutions for enterprise. The advent of generative ...

Key Takeaways Oracle signed four multi-billion-dollar AI deals, including one with OpenAI for data center capacity. Oracle's IaaS and cloud revenues surged, with OCI sales projected to hit $144B by fiscal 2030.NVIDIA posted 56% data center revenue growth to $41.1B, with net income rising 59% to $26.42B in Q2.Oracle Corporation (ORCL) has lately emerged as the most sought-after stock following its multi-billion-dollar contracts with prominent artificial intelligence (AI) companies. Led by Larry Ellison, Orac ...