Latest Articles
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Intel, Oracle And Cisco Stock: Will Tech’s Old Guard Beat The Market In 2021?
Our theme of Value Tech Stocks has underperformed the market in recent years, rising by just about 29% since the end of 2017, compared to the S&P 500 which is up by about 46% over the same period. The theme includes tech companies that offe...
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Oracle vs Lockheed Martin: Which Stock Is A Better Buy?
We think that Lockheed Martin’s stock (NYSE: LMT) currently is a better pick compared to Oracle’s stock (NYSE: ORCL) . LMT stock trades at about 1.5x trailing Revenues, compared to around 4.6x for ORCL stock. Does this gap in LMT...
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Is Oracle’s Stock Overvalued?
At the current price near $64 per share, we believe Oracle’s stock (NYSE: ORCL) has reached its near term potential. ORCL stock has risen 19% in FY 2021 (FY ends in May) compared to the S&P 500 which has increased by 22% in the same p...
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Cloudera To Gain From Shift To Cloud?
After rallying nearly 61% since the price seen on March 23, we believe Cloudera’s stock (NYSE: CLDR) has moderate upside left. The stock has rallied from $7 to $11 gaining more than the broader S&P 500 index, which moved 49%. One of ...
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LivePerson Stock Sees An All-Time High Due To Call Center Disruptions
LivePerson’s stock (NASDAQ: LPSN) has rallied 170% since 23rd March (vs. about 53% for the S&P 500) to its current level around $50. This is after falling to $18 on 23rd March, as a rapid increase in the number of Covid-19 cases outsi...
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After Steady Growth Tyler Technologies’ Stock Has Run Out Of Fuel
Tyler Technologies’ stock (NYSE: TYL) has rallied 27% since late March (vs. about 50% for the S&P 500) to its current level of $337. This is after falling to $266 in late March, as a rapid increase in the number of Covid-19 cases outs...
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Oracle Or SAP?
Oracle’s stock (NYSE: ORCL) is up by more than 40% since December 2016. In comparison, close rival SAP’s stock (NYSE: SAP) has grown at a higher rate of over 60 % during the same period. This, despite the fact that Oracle has a larger ...
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Cloudera Or Altair Engineering, Which To Choose?
Altair Engineering’s stock (NASDAQ: ALTR) is up by 39% since December 2018. On the other hand, peer Cloudera’s stock (NYSE: CLDR) is up merely 8% during the same period. This, despite the fact that Cloudera’s revenue growth for FY 20...
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Why Is Oracle’s Stock Up 45% In Last 3 Years Despite Only Modest Revenue Increase?
Would you expect the stock of a company, that barely saw 7% increase in revenue in 3 years, to go up 45% during the same period? That’s exactly the story of Oracle (NYSE:ORCL). So what really happened? Investors didn’t really change t...
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Is Oracle A Better Buy Than IBM?
IT software and Services industries are suffering from a fall in demand for software and web services as consumers are focusing solely on essentials and not discretionary products. That said, the industry has seen companies with a portfolio of so...
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Will Oracle See Top Line Growth In FY 2020?
Yes, as per Trefis estimates Oracle (NYSE:ORCL) will see a growth of 1.1% in its top line for FY 2020 (ended May 2020). Oracle’s Cloud services and license support business is expected to contribute $27.1 billion to Oracle’s 2020 rev...
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Why An Amazon-Oracle Merger Is A Very Real Possibility
Per Trefis analysis, a merger of Amazon (NASDAQ:AMZN) and Oracle (NYSE:ORCL) could unlock significant value. While the idea may sound very ambitious, in order to keep itself at the top of the cloud technology food-chain, Oracle may be the best ac...
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Oracle’s Cloud Business Momentum Makes Us Revise Our Fair Value Estimate Upward
Oracle (NYSE:ORCL) reported its fiscal Q4 and full year 2019 results on Wednesday, June 19. The company beat consensus estimates on revenue and earnings. The Oracle management confidently disclosed that the growth in the company’s cloud bus...
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Did Cloud Revenues Arrest The Decline In Oracle’s Top Line Over Fiscal Q4?
Oracle (NYSE:ORCL) will report its fiscal Q4 and full year 2019 results on Wednesday, Jun 19. The company has delivered results that have exceeded market’s expectations the last couple of quarters. However, the growth in cloud revenues is yet to ...
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Oracle Q3: Cloud Continues To Surprise
Oracle (NYSE:ORCL) reported its fiscal Q3 results on Thursday, March 14. The company beat expectations on revenue and EPS, driven by traction in cloud. We note that excluding FX, the net growth for Oracle continues to hover around 3-4%. While the...
