How Recent AI And Cloud Shifts Are Rewriting The Story For Oracle (ORCL)
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Why Oracle's Fair Value Reset Is Back in Focus Oracle's fair value estimate was recently revised from about US$342.28 to US$291.08, with the discount rate nudged higher from roughly 8.96% to 9.10%, and revenue growth assumptions moved up from around 33.22% to 36.38%. This shift reflects a blend of optimism around Oracle's long term AI and cloud potential and caution tied to concentration in key commitments, heavy cloud infrastructure spend, and execution timelines that some analysts see as...
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Why Oracle's Fair Value Reset Is Back in Focus Oracle's fair value estimate was recently revised from about US$342.28 to US$291.08, with the discount rate nudged higher from roughly 8.96% to 9.10%, and revenue growth assumptions moved up from around 33.22% to 36.38%. This shift reflects a blend of optimism around Oracle's long term AI and cloud potential and caution tied to concentration in key commitments, heavy cloud infrastructure spend, and execution timelines that some analysts see as...