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Oracle: Growth Looks Impressive, But OpenAI Dependency Raises Red Flags (NYSE:ORCL)
Seeking Alpha· 2025-12-19 16:15
I am an experienced Risk Management Business Analyst at a Systemic Greek Bank, with a strong background in finance and risk analysis. I hold an MSc in Applied Risk Management from the University of Athens and have completed the ACA Certificate Level. My expertise lies in financial analysis, risk management, data analysis using SQL, Python, and machine learning tools. I have worked in diverse roles, from assurance to financial analysis and trade operations, across leading firms like EY, PwC, Alpha Bank, and ...
Payactiv Earned Wage Access Solution Now Available on SAP® Store
Businesswire· 2025-12-19 16:00
SILICON VALLEY, Calif.--(BUSINESS WIRE)--Payactiv is now officially listed on the SAP® Store for SAP SuccessFactors HCM customers. ...
Veeva Systems (VEEV) is a Top-Ranked Growth Stock: Should You Buy?
ZACKS· 2025-12-19 15:46
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? Developed along ...
Oracle and OpenAI Win Michigan Approval to Power New Data Center
Yahoo Finance· 2025-12-19 15:43
Michigan regulators unanimously approved a request from utility DTE Energy Co. to power a massive data center development planned by Oracle and OpenAI, during a contentious hearing where some members of the public pushed back on the project. DTE had asked regulators for expedited approval of its plan to power the multi-billion dollar, 1.4-gigawatt facility in Saline Township. Each of the regulators said Thursday the proposed contracts between the utility and tech firms protected the power grid and regular ...
Wall Street Bulls Look Optimistic About MongoDB (MDB): Should You Buy?
ZACKS· 2025-12-19 15:31
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about MongoDB (MDB) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.MongoDB currently has an average brokerage r ...
Bubbles and Boring Bets: What’s Coming for Tech Stocks in 2026
Yahoo Finance· 2025-12-19 15:11
Photographer: Yuki Iwamura/Bloomberg Investors will remember 2025 as the year the artificial intelligence rally broadened out and the fears became more pronounced — not only of a bubble in the stocks, but also of the disruption the technology represents. While tech giants like Alphabet Inc. and Nvidia Corp. delivered strong gains, unsung corners of the industry, like memory chips and hard disk drives, proved to be far better places for investors. Meanwhile, the threat of competition from deep-pocketed he ...
Stock Market Opens Higher Amid Tech Gains and Key Corporate News on Quadruple Witching Day
Stock Market News· 2025-12-19 15:07
U.S. stock markets commenced trading on Friday, December 19, 2025, with major indexes opening higher, signaling a positive end to what has been a volatile week. This uplift follows a robust performance on Thursday, driven by cooler-than-expected inflation data for November, which has reignited hopes for potential Federal Reserve rate cuts in the new year. Today's trading is also marked by "quadruple witching," an event that could introduce significant volatility as a record volume of options contracts expir ...
Inquiry Into Oracle's Competitor Dynamics In Software Industry - Oracle (NYSE:ORCL)
Benzinga· 2025-12-19 15:01
公司背景与行业定位 - Oracle公司成立于1977年,提供通过本地部署、云和混合等多种灵活IT部署模式的企业应用和基础设施产品[2] - 公司开创了首个基于SQL的商业关系数据库管理系统,被全球大型公司广泛用于高容量在线交易处理,此外还销售企业资源规划平台和云基础设施,这些在大语言模型训练和推理中扮演着日益重要的角色[2] - 文章旨在通过分析关键财务指标、市场地位和增长潜力,将Oracle与软件行业的主要竞争对手进行比较,为投资者提供深入见解[1] 估值指标分析 - 公司的市盈率为33.84,比行业平均的55.76低0.61倍,表明其具有有利的增长潜力[3] - 公司的市净率为17.27,比行业平均的17.09高1.01倍,基于账面价值可能被高估[3] - 公司的市销率为8.54,比行业平均的7.64高1.12倍,基于销售表现可能被认为估值过高[3] 盈利能力与效率 - 公司的股本回报率为22.68%,比行业平均的9.54%高出13.14个百分点,表明公司能高效利用股权创造利润[3] - 公司的息税折旧摊销前利润为95.1亿美元,是行业平均46.2亿美元的2.06倍,表明公司盈利能力和现金流生成能力更强[3] - 公司的毛利润为106.8亿美元,是行业平均56.3亿美元的1.9倍,表明其核心业务盈利能力更强、收益更高[3] 增长与财务结构 - 公司收入增长率为14.22%,略低于行业平均的14.71%,表明其面临具有挑战性的销售环境[3][4] - 公司的债务权益比为4.15,在其前四大同行中处于中间位置,这表明其财务结构平衡,保持了适度的债务水平,同时也依赖股权融资[8][11] 行业比较关键结论 - 在软件行业中,Oracle的市盈率低于同行,表明可能存在低估;其市净率和市销率较高,表明相对于行业标准可能存在高估[9] - 在股本回报率、息税折旧摊销前利润和毛利润方面,Oracle相比竞争对手表现出强劲的业绩[9] - 公司的收入增长低于行业同行,这可能影响其未来估值[9]
AI Boosts Analytics to Empower Enterprises, ISG Says
Businesswire· 2025-12-19 15:00
STAMFORD, Conn.--(BUSINESS WIRE)---- $III #AI--Analytics software is being transformed into an AI-powered asset that is essential to business strategies in all industries, ISG says. ...
Oracle (ORCL)’s Going to Bend to the Bond Market’s Will, Says Jim Cramer
Yahoo Finance· 2025-12-19 14:49
We recently published 12 Stocks on Jim Cramer’s Radar. Oracle Corporation (NYSE:ORCL) is one of the stocks on Jim Cramer's radar. Oracle Corporation (NYSE:ORCL) has shaped up to be one of the most important stocks when it comes to AI. Like CoreWeave, the firm has positioned itself as an infrastructure provider to AI software firms. Oracle Corporation (NYSE:ORCL)’s shares are up by a modest 7.5% year-to-date and have dipped by 45% since early September. During this time period, reports have surfaced that h ...