I’ll be watching for an EPS beat and continued cloud growth. If Oracle can show that AI demand is converting into actual bookings and revenue, I think the stock could regain momentum after its recent weakness. A strong outlook or guidance upgrade could be an even bigger catalyst than the headline EPS beat.
For me, ORCL offers a better growth opportunity than chasing dividend yield. I wouldn’t chase a pre-earnings rally, but I’d consider adding on weakness if the fundamentals remain intact.
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- squishx·09-08 09:22TOPI agree AI demand is the driver, but I care more about database-side execution. If vector search and cloud backlog both show up cleanly, the rerate can come fast1Report
- 1PC·09-08 23:18TOPNice Sharing 😁 @Aqa @DiAngel @JC888 @Barcode @koolgal @Shernice軒嬣 20001Report
- Lemontree2025·09-08 10:03TOP看好这次财报嘛1Report