Parkev Tatevosian, CFA 对 $ORCL 的判断变化

2026-09-12看涨
Is Oracle an No-Brainer Buy After the Spectacular Investor Update? | ORCL Stock Analysis
重申对 ORCL 的买入评级,但信心偏低;该股估值合理,不过财报发布后说话者略偏看多。

Oracle刚刚公布了季度财务业绩,该股在盘后交易中上涨超过3%。该公司报告称,仅比3个月前就新增了300亿美元的积压订单,其RPO,即剩余履约义务,已飙升至6640亿美元。

Oracle just reported quarterly financial results and the stock is up over 3% in the after market hours. The company reported an additional $30 billion in backlog just from 3 months earlier and it's RPO, remaining performance obligations, have soared to $664 billion.

但这一切是否让Oracle股票仍然值得买入?记住,我一直将该股评为买入,所以我很高兴看到股价上涨。但让我与你们分享这些最新业绩,让我与你们分享我更新后的公允价值估算,并在这些业绩公布后向你们更新我对Oracle股票买入、持有或卖出的评级。

But does all of this make Oracle stock a buying still? Remember I've had the stock ranked as a buy, so I'm happy to see the share price increasing. But let me share with you these latest results and let me share with you my updated estimates for fair value and update you on my ranking for buy, hold, or sell for Oracle stock following these results.