Zacks on Orcl today

來源: 於 2025-12-11 09:34:24 [博客] [舊帖] [給我悄悄話] 本文已被閱讀：次

# Currently, Oracle carries a Zacks Rank #3 (Hold)

#Amphenol (APH - Free Report) , NVIDIA (NVDA - Free Report) and CommScope (COMM - Free Report) are some better-ranked stocks in the broader Zacks Computer & Technology sector.

# Oracle posts $16.1B Q2 revenues, up 14% but missing estimates and sending shares lower.

  • Cloud revenues hit $8B as infrastructure surges 66% and backlog jumps to $523B.
  • Oracle's CapEx spikes to $12B, driving free cash flow to negative $10B for the quarter

 

# Oracle's Q2 earnings and revenues rose year over year, driven by accelerating cloud momentum.

  • ORCL saw cloud infrastructure revenues jump 68% as AI demand and multicloud growth surged.
  • Oracle added $68B in new commitments, lifting Remaining Performance obligations to $523B.

 

Conclusion

Given elevated capital expenditures pressuring near-term cash flows, competition from Microsoft, Amazon, and Google in cloud infrastructure, and premium valuation metrics, current investors should hold positions while prospective buyers await a more attractive entry point following improved operational execution and cash flow generation. ORCL stock currently carries a Zacks Rank #3 (Hold).