Oracle experienced a dramatic and unjustified surge in valuation after its last earnings, fueled by investor optimism rather than fundamentals. Oracle's recent price action reflects a sharp reversal, ...

Oracle's stock appears overvalued by about 20%, based on a DCF model and comparisons with 5-year averages and Microsoft, its closest peer. Oracle's economic moat is strong in DBMS, ERP, and Cerner, ...

Thank you for standing by, and welcome to the Oracle Corporation second quarter fiscal year 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the ...