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ORCL — Ruslan Averin's Analysis · 2 entries

  1. Oracle Is Spending 86 Cents of Every Revenue Dollar on Capex
    ·6 min read

    Oracle Is Spending 86 Cents of Every Revenue Dollar on Capex

    Ruslan Averin on Oracle: at 86% capex-to-sales, the software multiple no longer describes the business. Analysts are valuing an infrastructure developer.

  2. Oracle (ORCL) Just Got a Buy Upgrade After a 2% Dip — Here's the Quiet Signal Behind It
    ·3 min read

    Oracle (ORCL) Just Got a Buy Upgrade After a 2% Dip — Here's the Quiet Signal Behind It

    Zacks upgraded Oracle to Buy at $201.26 on rising earnings estimates — $7.46 EPS expected for fiscal 2026 and estimates up 1.6% in three months. The signal is the direction, not the headline.