[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-oracle-stock-is-down-55-in-a-year-bargain-or-value-trap-IT":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":184,"relatedPosts":190,"suggestedPosts":270},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":172,"categories":175,"relatedPosts":181,"seo":182},145221,"Il titolo Oracle è sceso del 55% in un anno. Occasione o trappola di valore?","2026-10-25T16:08:55","2026-10-25T16:09:02","\u003Cp>Le azioni di Oracle sono scese del 55% in un anno, eppure hanno battuto le stime dell'EPS per quattro trimestri consecutivi. Con un multiplo di 15,5x sugli utili, la domanda da un milione di dollari è cosa la trattenga.\u003C\u002Fp>","\u003Ch2 class=\"wp-block-heading\">Punti Chiave\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>Le azioni Oracle sono scese del 55,0% nell'ultimo anno, chiudendo a $126,16 il 23 ottobre, nonostante Oracle abbia superato la stima dell'EPS rettificato di Wall Street in ciascuno degli ultimi quattro trimestri.\u003C\u002Fli>\n\n\n\n\u003Cli>I ricavi del primo trimestre fiscale sono aumentati del 30% a $19,3 miliardi, mentre il flusso di cassa libero è risultato negativo per $5 miliardi.\u003C\u002Fli>\n\n\n\n\u003Cli>Gli analisti si aspettano che i ricavi salgano da $90,42 miliardi nell'anno fiscale 2027 a $183,81 miliardi nell'anno fiscale 2029.\u003C\u002Fli>\n\n\n\n\u003Cli>Prossima prova: Investor Day il 28 ottobre.\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Oracle (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=22247&tid=2636077&ref=q2enxr\">ORCL\u003C\u002Fa>)\u003C\u002Fstrong> è scesa del 55,0% nell'ultimo anno, chiudendo a $126,16 il 23 ottobre. Nello stesso periodo, Oracle ha superato la stima dell'EPS rettificato di Wall Street per quattro trimestri consecutivi.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Questa discrepanza è la storia. Secondo i miei calcoli, le azioni Oracle hanno iniziato il periodo vicino a $280, quindi un anno di risultati superiori alle attese ha comunque lasciato le azioni a meno della metà di quel prezzo. La pressione è derivata dal modo in cui Oracle finanzia i suoi data center per l'IA, non dalla domanda per gli stessi.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Come le azioni Oracle hanno restituito il rally di giugno\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1120\" height=\"736\" data-public-id=\"images\u002Fimage-604_1452229e806\u002Fimage-604_1452229e806.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1120,h_736,c_scale\u002Ff_webp,q_auto\u002Fv1792944034\u002Fimages\u002Fimage-604_1452229e806\u002Fimage-604_1452229e806.png?_i=AA\" alt=\"oracle\" class=\"wp-post-145221 wp-image-145222\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792944034\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792944034\u002Fimages\u002Fimage-604_1452229e806\u002Fimage-604_1452229e806.png?_i=AA 1120w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_197,c_scale\u002Ff_webp,q_auto\u002Fv1792944034\u002Fimages\u002Fimage-604_1452229e806\u002Fimage-604_1452229e806.png?_i=AA 300w\" sizes=\"auto, (max-width: 1120px) 100vw, 1120px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Prezzo azioni ORCL: 1 anno \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">La prima fase è stata un calo dai bassi $280 di inizio novembre a circa $140 verso fine gennaio. L'oscillazione maggiore è arrivata dopo. Oracle ha pubblicato un EPS rettificato del quarto trimestre fiscale di $2,11 il 10 giugno contro una stima di $1,96, e le azioni \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Foracle-stock-is-down-30-this-year-heres-why-it-could-deliver-231-upside-over-the-next-years\">hanno toccato un picco vicino a $248 quel mese prima di scendere a circa $116 verso fine luglio\u003C\u002Fa>. Nel mezzo, \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Foracle-stock-is-down-40-in-three-months-september-5-earnings-could-decide-whats-next\">S&P Global ha tagliato il rating creditizio di Oracle a BBB-, un gradino sopra la fascia spazzatura\u003C\u002Fa>.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Settembre per Oracle: un superamento, poi il New Mexico\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">I \u003Ca href=\"https:\u002F\u002Fwww.oracle.com\u002Fil\u002Fnews\u002Fannouncement\u002Fq1fy27-earnings-release-2026-09-10\u002F\">risultati del primo trimestre fiscale\u003C\u002Fa> di Oracle del 10 settembre hanno mostrato ricavi in aumento del 30% a $19,3 miliardi e ricavi dell'infrastruttura cloud in aumento del 121% a $7,4 miliardi. L'EPS rettificato di $1,92 ha superato il consenso di $1,74, e Oracle ha alzato le sue previsioni per l'anno fiscale 2027 ad almeno $90 miliardi di ricavi e $8,10 di EPS non-GAAP.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Il punto debole è stato la cassa. Le spese in conto capitale hanno raggiunto $28 miliardi, lasciando il flusso di cassa libero a negativo $5 miliardi. Interrogata sulla \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Ftranscripts?cid=22247&tid=2636077&ref=q2enxr\">conference call\u003C\u002Fa> su quando il flusso di cassa libero diventerà positivo, la CFO Hilary Maxson ha detto: \"Non abbiamo ancora dato un periodo di tempo specifico per questo, e non ci aspettiamo di darlo oggi\". Oracle prevede ancora spese in conto capitale per $90-95 miliardi in questo anno fiscale.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Poi, il 24 settembre, Oracle ha inviato un avviso di forza maggiore all'unità di \u003Cstrong>Blue Owl (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=715530997&tid=715588599&ref=q2enxr\">OWL\u003C\u002Fa>)\u003C\u002Fstrong> che sta costruendo Project Jupiter, il suo campus nel New Mexico, citando potenziali ritardi nel garantire l'energia elettrica. Le azioni Oracle \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Foracle-stock-is-down-30-this-year-heres-why-it-could-deliver-231-upside-over-the-next-years\">sono scese del 3,5% quel giorno, e i suoi credit default swap a cinque anni (il costo di assicurare il suo debito contro il default) hanno raggiunto un record\u003C\u002Fa>. Il 22 ottobre, Oracle ha detto che una microrete a celle a combustibile di \u003Cstrong>Bloom Energy (\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=28543927&tid=573271536&ref=q2enxr\">BE\u003C\u002Fa>)\u003C\u002Fstrong> fino a 2,45 gigawatt avrebbe sostituito le turbine a gas e i generatori diesel pianificati per il sito. Lo stesso giorno, Reuters ha riportato che i credit default swap di Oracle erano di nuovo vicini a un record.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-tracks-44-analysts-on-oracle-how-many-say-buy\" class=\"wp-block-heading\">\u003Cstrong>TIKR monitora 44 analisti su Oracle. Quanti dicono \"Compra\"?\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Vedi la ripartizione completa dei rating Compra, Mantieni e Vendi su Oracle, insieme alle stime di ricavi e utili di Wall Street, tutto in un unico posto. Più di 500.000 investitori usano TIKR per ricercare azioni come questa. \u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Vedi i Rating degli Analisti di Oracle\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Cosa si aspetta ancora Wall Street da Oracle\u003C\u002Fh2>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1118\" height=\"744\" data-public-id=\"images\u002Fimage-605_145224077f4\u002Fimage-605_145224077f4.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1118,h_744,c_scale\u002Ff_webp,q_auto\u002Fv1792944059\u002Fimages\u002Fimage-605_145224077f4\u002Fimage-605_145224077f4.png?_i=AA\" alt=\"oracle\" class=\"wp-post-145221 wp-image-145224\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792944059\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792944059\u002Fimages\u002Fimage-605_145224077f4\u002Fimage-605_145224077f4.png?_i=AA 1118w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792944059\u002Fimages\u002Fimage-605_145224077f4\u002Fimage-605_145224077f4.png?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1792944059\u002Fimages\u002Fimage-605_145224077f4\u002Fimage-605_145224077f4.png?_i=AA 300w\" sizes=\"auto, (max-width: 1118px) 100vw, 1118px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Stime Ricavi ORCL: FY2027-FY2029 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Gli analisti vedono ricavi di $90,42 miliardi nell'anno fiscale 2027 (l'anno che termina a maggio 2027), $131,79 miliardi nell'anno fiscale 2028 e $183,81 miliardi nell'anno fiscale 2029, una salita del 103,3% in due anni. \u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"1120\" height=\"740\" data-public-id=\"images\u002Fimage-607_1452273976c\u002Fimage-607_1452273976c.png\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1120,h_740,c_scale\u002Ff_webp,q_auto\u002Fv1792944130\u002Fimages\u002Fimage-607_1452273976c\u002Fimage-607_1452273976c.png?_i=AA\" alt=\"oracle\" class=\"wp-post-145221 wp-image-145227\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1792944130\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1792944130\u002Fimages\u002Fimage-607_1452273976c\u002Fimage-607_1452273976c.png?_i=AA 1120w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_198,c_scale\u002Ff_webp,q_auto\u002Fv1792944130\u002Fimages\u002Fimage-607_1452273976c\u002Fimage-607_1452273976c.png?_i=AA 300w\" sizes=\"auto, (max-width: 1120px) 100vw, 1120px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Stime EPS Normalizzato ORCL: FY2027-FY2029 \u003Cstrong>(TIKR)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Nel frattempo, le stime dell'EPS normalizzato sono $8,14, $10,99 e $15,77. A $126,16, le azioni Oracle scambiano a 15,5x la stima di quest'anno e 11,5x quella dell'anno prossimo. Un'azienda che Wall Street vede aumentare l'EPS del 93,7% entro l'anno fiscale 2029 di solito non si trova a quel multiplo, il che mette il dubbio sul finanziamento piuttosto che sulle previsioni.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">Le due date che i detentori di azioni Oracle dovrebbero segnare\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Oracle terrà il suo Investor Day all'AI World il 28 ottobre, e Maxson ha detto nella conference call che maggiori dettagli sui margini arriveranno lì. Il numero che conta è una data per il flusso di cassa libero positivo. Poi arriva il report del 14 dicembre, per il quale Oracle ha dato una previsione di crescita dei ricavi del 30-34% e di EPS non-GAAP di $1,85-1,93.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Una data per il flusso di cassa libero trasformerebbe il multiplo di 15,5x in uno sconto di finanziamento con una data di fine. Senza di essa, quattro superamenti consecutivi non sono stati sufficienti finora.\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-so-what-is-oracle-stock-actually-worth\" class=\"wp-block-heading\">\u003Cbr>Quindi, quanto valgono realmente le azioni Oracle?\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-so-what-is-name-stock-actually-worth\">\u003Cbr>TIKR ti permette di prevedere il prezzo futuro di qualsiasi azione in meno di un minuto. Basta inserire alcune ipotesi nel modello di valutazione di TIKR e vedere quanto potrebbero valere le azioni ORCL. Parti dalle stime di consenso di Wall Street, o modifica gli input per riflettere la tua visione del business. È gratuito da usare.\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Valuta Oracle Corporation gratuitamente\u003Cstrong>\u003Cem>→\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">Disclaimer:\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>Si prega di notare che gli articoli su TIKR non intendono servire come consiglio di investimento o finanziario da parte di TIKR o del nostro team di contenuti, né sono raccomandazioni per acquistare o vendere azioni. Creiamo i nostri contenuti sulla base dei dati di investimento del Terminal TIKR e delle stime degli analisti. La nostra analisi potrebbe non includere notizie aziendali recenti o aggiornamenti importanti. TIKR non ha posizioni in nessuna delle azioni menzionate. Grazie per la lettura e buoni investimenti!\u003C\u002Fem>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003C\u002Fp>",840,"it","\u002Fblog\u002Foracle-stock-is-down-55-in-a-year-bargain-or-value-trap","oracle-stock-is-down-55-in-a-year-bargain-or-value-trap","images\u002Fdoubtful-man-falling-red-chart\u002Fdoubtful-man-falling-red-chart","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795469\u002Fimages\u002Fdoubtful-man-falling-red-chart\u002Fdoubtful-man-falling-red-chart.png?_i=AA",{"altText":165,"imageCredit":166},"Oracle Stock Is Down 55% in a Year. Bargain or Value Trap?","",{"name":168,"slug":169,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":171},"Gian Estrada","giantikr","author",[],{"name":168,"slug":169,"role":173,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":174},"editor",[],[176],{"name":177,"slug":178,"uri":179,"description":166,"postsCount":180},"Investimenti generali","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":165,"metaDesc":183,"opengraphDescription":183,"twitterTitle":165,"twitterDescription":183},"Oracle stock is down 55% in a year, yet it beat EPS estimates four quarters running. At 15.5x earnings, the funding question is what holds it back.",{"title":165,"description":183,"twitterTitle":165,"twitterDescription":183,"author":168,"articlePublisher":185,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":186,"twitterData1":187,"ogTitle":165,"ogDescription":183,"ogUrl":160,"ogImage":163,"ogImageWidth":188,"ogImageHeight":189,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","Tempo di lettura stimato","6 minutes",1200,630,[191,206,221,236,253],{"id":180,"title":192,"date":193,"excerpt":194,"wordCount":195,"uri":196,"slug":197,"cloudinaryAssetId":198,"featuredImageOriginalUrl":199,"featuredImageMetadata":200,"author":201,"categories":203,"relatedPosts":205},"Il titolo Tesla è sceso del 17% nell'ultimo anno. Comprare ora o aspettare i termini della fusione?","2026-10-25 15:56:16","Il titolo Tesla è sceso del 17% in un anno dopo il consumo di cassa di 1,1 miliardi di dollari di luglio. I 1,53 miliardi di dollari di flusso di cassa libero di ottobre hanno cambiato i conti. Ecco di quanto.",1250,"\u002Fblog\u002Ftesla-stock-is-down-17-over-the-past-year-buy-now-or-wait-for-merger-terms","tesla-stock-is-down-17-over-the-past-year-buy-now-or-wait-for-merger-terms","images\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792932705\u002Fimages\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10\u002FTSLA-stock-@inkdrop-via-Canva-@Matt-Weissinger-from-Pexels-via-Canva-10.png?_i=AA",{"altText":192},{"name":168,"slug":169,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":202},[],[204],{"name":177,"slug":178,"uri":179,"description":166,"postsCount":180},[],{"id":180,"title":207,"date":208,"excerpt":209,"wordCount":210,"uri":211,"slug":212,"cloudinaryAssetId":213,"featuredImageOriginalUrl":214,"featuredImageMetadata":215,"author":216,"categories":218,"relatedPosts":220},"Il titolo di Arm è sceso dell'8% la scorsa settimana. Cosa c'entra Lam Research?","2026-10-25 15:40:56","Il titolo di Arm è sceso del 7,28% in una seduta dopo che l'avvertimento sulla fornitura di Lam Research ha colpito i titoli dei semiconduttori. Lo stesso collo di bottiglia limita la pipeline di domanda di CPU AGI da 2 miliardi di dollari di Arm.",925,"\u002Fblog\u002Farm-stock-is-down-8-last-week-what-does-lam-research-have-to-do-with-it","arm-stock-is-down-8-last-week-what-does-lam-research-have-to-do-with-it","images\u002Fpondering-man-falling-red-bars\u002Fpondering-man-falling-red-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792795474\u002Fimages\u002Fpondering-man-falling-red-bars\u002Fpondering-man-falling-red-bars.png?_i=AA",{"altText":207},{"name":168,"slug":169,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":217},[],[219],{"name":177,"slug":178,"uri":179,"description":166,"postsCount":180},[],{"id":180,"title":222,"date":223,"excerpt":224,"wordCount":225,"uri":226,"slug":227,"cloudinaryAssetId":228,"featuredImageOriginalUrl":229,"featuredImageMetadata":230,"author":231,"categories":233,"relatedPosts":235},"Il titolo Alphabet è salito del 26,5% nell'ultimo anno. È ancora un acquisto a 320 dollari?","2026-10-25 15:24:57","Le azioni di Alphabet sono salite del 27% in un anno, ma si trovano ancora al 21% al di sotto del record di 403$ di maggio. Una vendita di azioni da 80 miliardi di dollari e un piano di capex da 205 miliardi di dollari spiegano il divario.",1089,"\u002Fblog\u002Falphabet-stock-is-up-26-5-over-the-past-year-still-a-buy-at-320","alphabet-stock-is-up-26-5-over-the-past-year-still-a-buy-at-320","images\u002Fsmiling-man-in-a-tie-rising-green-bars\u002Fsmiling-man-in-a-tie-rising-green-bars","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792780118\u002Fimages\u002Fsmiling-man-in-a-tie-rising-green-bars\u002Fsmiling-man-in-a-tie-rising-green-bars.png?_i=AA",{"altText":222},{"name":168,"slug":169,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":232},[],[234],{"name":177,"slug":178,"uri":179,"description":166,"postsCount":180},[],{"id":180,"title":237,"date":238,"excerpt":239,"wordCount":240,"uri":241,"slug":242,"cloudinaryAssetId":243,"featuredImageOriginalUrl":244,"featuredImageMetadata":245,"author":246,"categories":250,"relatedPosts":252},"Amkor Sale del 4,7% Tras Nuevo Acuerdo de 1.300 Millones de Dólares con NVIDIA que Destaca el \"Papel Crítico\" del Empaquetado","2026-10-25 15:20:00","Quando NVIDIA ti paga in anticipo, la capacità deve essere limitata",857,"\u002Fblog\u002Famkor-rises-4-7-on-new-1-3-billion-nvidia-deal-highlighting-the-critical-role-of-packaging","amkor-rises-4-7-on-new-1-3-billion-nvidia-deal-highlighting-the-critical-role-of-packaging","images\u002FFEATURED-IMAGE-MAKER-1818\u002FFEATURED-IMAGE-MAKER-1818","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792252365\u002Fimages\u002FFEATURED-IMAGE-MAKER-1818\u002FFEATURED-IMAGE-MAKER-1818.png?_i=AA",{"altText":237},{"name":247,"slug":248,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":249},"Bobby Sankhagowit","bobby",[],[251],{"name":177,"slug":178,"uri":179,"description":166,"postsCount":180},[],{"id":180,"title":254,"date":255,"excerpt":256,"wordCount":257,"uri":258,"slug":259,"cloudinaryAssetId":260,"featuredImageOriginalUrl":261,"featuredImageMetadata":262,"author":263,"categories":267,"relatedPosts":269},"Robinhood guadagna il 3,8% dopo che Rosenblatt inizia la copertura con Buy, definendola una \"Generational Growth Story\"","2026-10-25 15:00:00","Caro, certo, ma i conti tornano se gli utili si materializzano",789,"\u002Fblog\u002Frobinhood-gains-3-8-as-rosenblatt-initiates-at-buy-calls-it-a-generational-growth-story","robinhood-gains-3-8-as-rosenblatt-initiates-at-buy-calls-it-a-generational-growth-story","images\u002FHOOD-stock-@Andrew-Neel-from-Pexels-via-Canva-@Bigc-Studio-via-Canva-1\u002FHOOD-stock-@Andrew-Neel-from-Pexels-via-Canva-@Bigc-Studio-via-Canva-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1790754477\u002Fimages\u002FHOOD-stock-@Andrew-Neel-from-Pexels-via-Canva-@Bigc-Studio-via-Canva-1\u002FHOOD-stock-@Andrew-Neel-from-Pexels-via-Canva-@Bigc-Studio-via-Canva-1.png?_i=AA",{"altText":254},{"name":264,"slug":265,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":266},"Rexielyn Diaz","rexietikr",[],[268],{"name":177,"slug":178,"uri":179,"description":166,"postsCount":180},[],[271,291,306,321,336],{"id":180,"title":272,"date":273,"excerpt":274,"wordCount":275,"uri":276,"slug":277,"cloudinaryAssetId":278,"featuredImageOriginalUrl":279,"featuredImageMetadata":280,"author":281,"categories":285,"relatedPosts":290},"Il titolo di Meta è sceso del 7% in un giorno nonostante un superamento delle entrate. È il momento di vendere o di accumulare?","2026-10-24 20:50:00","Meta ha superato le previsioni sui ricavi e ha comunque perso il 7% in un giorno, poiché i timori sulla spesa per l'IA hanno colpito il settore tecnologico. La conference call sui risultati ha quantificato la riduzione dei costi di Muse.",995,"\u002Fblog\u002Fmeta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","meta-stock-fell-7-in-a-day-after-a-revenue-beat-time-to-sell-or-load-up","images\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852857\u002Fimages\u002F13-9_1449699b2ed\u002F13-9_1449699b2ed.png?_i=AA",{"altText":272},{"name":282,"slug":283,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":284},"Wiltone Asuncion","wiltonetikr",[],[286],{"name":287,"slug":288,"uri":289,"description":166,"postsCount":180},"Recensioni delle azioni","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":180,"title":292,"date":293,"excerpt":294,"wordCount":295,"uri":296,"slug":297,"cloudinaryAssetId":298,"featuredImageOriginalUrl":299,"featuredImageMetadata":300,"author":301,"categories":303,"relatedPosts":305},"Netflix è sceso di quasi il 30% nel 2026. È il momento di vendere o di caricare?","2026-10-24 20:45:00","Il co-CEO di Netflix afferma che i suoi show negli Stati Uniti colpiranno doppi e tripli nel 2026, mentre il resto del mondo ha bisogno di fuoricampo. Con le azioni a $65.85 e valutate più vicino a Disney che a Spotify, il modello TIKR mostra per cosa sta pagando un acquirente.",1008,"\u002Fblog\u002Fnetflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","netflix-is-down-nearly-30-in-2026-time-to-sell-or-load-up","images\u002F12-9_144968b5caa\u002F12-9_144968b5caa","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852841\u002Fimages\u002F12-9_144968b5caa\u002F12-9_144968b5caa.png?_i=AA",{"altText":292},{"name":282,"slug":283,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":302},[],[304],{"name":287,"slug":288,"uri":289,"description":166,"postsCount":180},[],{"id":180,"title":307,"date":308,"excerpt":309,"wordCount":310,"uri":311,"slug":312,"cloudinaryAssetId":313,"featuredImageOriginalUrl":314,"featuredImageMetadata":315,"author":316,"categories":318,"relatedPosts":320},"Le azioni di Coca-Cola sono scese un giorno dopo aver raggiunto un massimo annuale. Ecco perché l'India conta il 27 ottobre","2026-10-24 20:40:00","Coca-Cola è scesa del 2,76% il 23 ottobre in un selloff generalizzato del mercato, un giorno dopo aver toccato un massimo annuale. Il suo ultimo rapporto ha mostrato che la regione Asia Pacifico ha aggiunto il maggior volume pur perdendo quote di mercato in India, e questa è la linea da seguire il 27 ottobre.",879,"\u002Fblog\u002Fcoca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","coca-cola-stock-fell-a-day-after-a-52-week-high-heres-why-india-matters-on-october-27","images\u002F11-10_14496728c3f\u002F11-10_14496728c3f","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852801\u002Fimages\u002F11-10_14496728c3f\u002F11-10_14496728c3f.png?_i=AA",{"altText":307},{"name":282,"slug":283,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":317},[],[319],{"name":287,"slug":288,"uri":289,"description":166,"postsCount":180},[],{"id":180,"title":322,"date":323,"excerpt":324,"wordCount":325,"uri":326,"slug":327,"cloudinaryAssetId":328,"featuredImageOriginalUrl":329,"featuredImageMetadata":330,"author":331,"categories":333,"relatedPosts":335},"ServiceNow vuole essere la numero 1 nella sicurezza. Ecco cosa deve dimostrare la sua scommessa da 7,75 miliardi di dollari su Armis il 28 ottobre","2026-10-24 20:35:00","Il CEO di ServiceNow afferma che l'azienda è l'ottavo fornitore di sicurezza aziendale e vuole diventare il numero uno. Le acquisizioni dietro questo obiettivo già gravano sui margini GAAP, e il 28 ottobre è il primo rapporto sugli utili da quando lo ha dichiarato.",965,"\u002Fblog\u002Fservicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","servicenow-wants-to-be-no-1-in-security-heres-what-its-7-75-billion-armis-bet-must-show-on-october-28","images\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852762\u002Fimages\u002F10-13_1449664c7d7\u002F10-13_1449664c7d7.png?_i=AA",{"altText":322},{"name":282,"slug":283,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":332},[],[334],{"name":287,"slug":288,"uri":289,"description":166,"postsCount":180},[],{"id":180,"title":337,"date":338,"excerpt":339,"wordCount":340,"uri":341,"slug":342,"cloudinaryAssetId":343,"featuredImageOriginalUrl":344,"featuredImageMetadata":345,"author":346,"categories":348,"relatedPosts":350},"AbbVie ha ottenuto l'approvazione della FDA per l'inizio dell'uso domiciliare di Skyrizi nella malattia di Crohn. Ecco quando dovrebbe riflettersi nelle vendite","2026-10-24 20:30:00","La FDA autorizó la inducción domiciliaria de Skyrizi para la enfermedad de Crohn el 23 de octubre, una semana antes de los resultados del tercer trimestre de AbbVie. El director comercial Jeff Stewart ha dicho que el acceso completo de pago suele tardar entre 60 y 90 días, lo que apunta a que el beneficio en ventas se materializará a principios de 2027.",914,"\u002Fblog\u002Fabbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","abbvie-won-fda-approval-for-at-home-skyrizi-starts-in-crohns-heres-when-it-should-show-up-in-sales","images\u002F9-14_14496561577\u002F9-14_14496561577","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1792852734\u002Fimages\u002F9-14_14496561577\u002F9-14_14496561577.png?_i=AA",{"altText":337},{"name":282,"slug":283,"role":170,"roleTitle":166,"biography":166,"avatar":166,"socialMediaLinks":347},[],[349],{"name":287,"slug":288,"uri":289,"description":166,"postsCount":180},[]]