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At $211.82, Oracle (ORCL) looks set up for roughly 34% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.
Oracle (NYSE: ORCL) is set to report its fiscal Q4 2026 earnings on Wednesday, June 10, after the market close. Heading into the results, the stock has experienced significant volatility, dropping 12.9% over the past week as investors weigh immense cloud growth against massive capital expenditures.
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q1 2026 investor letter for its “Select Strategy”. A copy of the letter can be downloaded here. The Strategy declined 0.52% (net of fees), surpassing the Russell 3000 Index’s 3.96%. The performance was driven by stock selection and overweight exposure in industrials, along with an underweight in […]
Investing.com -- Orlando Bravo, founder and managing partner of Thoma Bravo, said fears of an AI-driven "SaaSpocalypse" have ended, describing AI as an "enormous tailwind" for software companies.
Deal Adds Usage Based Billing To Agentforce Platform
Salesforce, Inc.'s ( NYSE:CRM ) strong earnings report was rewarded with a positive stock price move. Our analysis...
For millions of people, posting online is no longer just a hobby. It's a business. More than 200 million people considered themselves creators as of 2025. In the U.S. alone, 27 million creators make income through content, according to Salesforce data. And the money behind this work is also growing ...
A major market-wide selloff on Friday compressed valuations across several mega-cap technology stocks, creating potential long-term opportunity.
Investors pivoted away from skyrocketing tech stock as the Nasdaq fell more than 4% in a single session on Friday. Today I’m breaking down why I think the market’s meteoric rise is still rational, and how the software sector proves that investors are grounded in reality. The question came one day after Marvell Technology stock added 33% in its best single trading session ever, boosted by public comments from Nvidia CEO Jensen Huang that the company would someday be worth $1 trillion.
Is VEEV a good stock to buy? We came across a bullish thesis on Veeva Systems Inc. on X.com by @tomicki. In this article, we will summarize the bulls’ thesis on VEEV. Veeva Systems Inc.’s share was trading at $188.66 as of June 1st. VEEV’s trailing and forward P/E were 34.68 and 21.28 respectively according to Yahoo […]
Both enterprise software stocks have been beaten down this year, but only one pairs that discount with accelerating growth
The oldest stock index in the world is suffering from a severe case of split personality. This internal friction has triggered a mechanical phenomenon, the likes of which I cannot recall, at least to this degree.
Salesforce (NYSE:CRM) has been named an Official Tournament Supporter for the FIFA World Cup 2026 and 2027. The multi year partnership will put Agentforce 360, Salesforce AI tools, and Slack at the center of tournament operations and fan engagement. The deal focuses on AI driven enterprise workflows across organizing bodies, partners, and fans during two of the world’s largest sporting events. For Salesforce, this partnership sits squarely in its core customer relationship and enterprise...
In the last five years, Oracle (ORCL) stock has returned a notable $54 Bil back to its shareholders through cold, hard cash via dividends and buybacks. That is not a small feat for a company that has simultaneously been funding one of the more aggressive infrastructure build-outs in enterprise tech. Let's look at some numbers and compare how this payout power stacks up against the market's biggest capital-return machines.
Salesforce, Inc. (NYSE:CRM) is one of the best cheap stocks to buy for beginners. Salesforce, Inc. (NYSE:CRM) announced on June 3 the signing of a definitive agreement to acquire Contentful, which is a leading composable content platform that delivers personalized digital experiences at scale. Management stated that the acquisition would bolster the company’s Headless 360 with […]
Bridgewater Associates walking away from Salesforce (NYSE:CRM) is exactly the kind of institutional exit that often coincides with entry points for long-duration holders evaluating durable compounders, and CRM offers characteristics long-term holders look for, with a recurring revenue base, expanding free cash flow, and a disciplined capital return program that together function as a quiet ... Bridgewater Just Sold Salesforce. Here Is Why That May Be Exactly the Wrong Move for Patient Investors
Technology stocks tumbled sharply Friday as the Nasdaq headed for its worst week in a year. Nasdaq Inc. shed nearly 2% in afternoon trades, as Nvidia, Micron and Sandisk fell. Tech behemoths like Amazon and Google edged lower.
Billionaire investor Bill Ackman of Pershing Square has laid out one of the more provocative big-cap calls of this AI cycle. On the All-In Podcast, he argued that today’s mega-cap incumbents are being treated the way the market treated Warren Buffett’s empire, Berkshire Hathaway, at the peak of the dot-com bubble: as yesterday’s story while ... Billionaire Investor Bill Ackman: Buying Microsoft, Meta, and Amazon Today Could Be Like Adding Buffett’s Berkshire Hathaway 25 Years Ago
Salesforce's (CRM) Agentforce remains in the early stages of adoption, while the company's core busi
Salesforce, Inc. (NYSE:CRM) was among Jim Cramer’s stock calls on Mad Money, as he highlighted several opportunities in out-of-favor sectors. Cramer discussed the stock’s price movement, as he stated: Marc has made great strides in creating an agentic AI product that might be the best in the category. He’s got the Slack system, very popular. […]
NOW falls nearly 30% in six months as acquisition integration costs, deal delays and competition pressure its near-term outlook.
Fresh off a $65 billion funding round, Anthropic filed its S-1 with the Securities and Exchange Commission.
Zoom Communications (ZM) is back in focus after launching ZoomMate, an AI work surface that ties meeting conversations directly into search, workflows, and content creation across tools like Salesforce, ServiceNow, and Workday. See our latest analysis for Zoom Communications. That launch comes after a sharp swing in sentiment, with the stock up 35.75% on a 90 day share price return and a 1 year total shareholder return of 29.36%, signalling building momentum despite a weaker 5 year total...
Anthropic is joining in on the IPO fray to win tens of billions in capital and likely a valuation in the trillions. This IPO could significantly benefit Amazon (NASDAQ:AMZN), Salesforce (NYSE:CRM), and Alphabet (NASDAQ:GOOG). Before we look into how, let’s take a look at the IPO first. Anthropic’s decision for an IPO comes after SpaceX’s decision to ... 3 Stocks Poised to Make Billions from the Anthropic IPO
Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC, according to Bloomberg Businessweek’s Ed Ludlow. That speed alone tells you something about how AI capital markets are operating right now. In March, ... $960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing
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