$ORCL
这只股票

Parkev Tatevosian, CFA 对 $ORCL 的判断变化

频道资料 →共 2 条
2026-09-26
《Unfortunate News for Oracle Stock Investors | ORCL Stock Analysis》
ORCL估值合理；不可抗力事件凸显流动性压力以及到2028年的负自由现金流，抵消了增长潜力。

我们有一条对Oracle股票投资者来说不幸的消息，因为该公司已宣布了一次“不可抗力”事件。让我们更仔细地看看细节，以及为什么Oracle的股价在这条消息之后下跌了约4%。

We have some unfortunate news for Oracle stock investors, as the company has declared a "force majeure" event. Let's take a closer look at the details and why Oracle's stock fell by about 4% following that news.

我会持续更新我对Oracle的评级，无论是买入、持有还是卖出。我今天刚刚更新了对Oracle股票的合理价值估算。

I will keep you updated on my ratings for Oracle, whether it's to buy, hold, or sell. I just updated my fair value estimate for Oracle stock today.

看原视频
2026-09-12看涨
《Is Oracle an No-Brainer Buy After the Spectacular Investor Update? | ORCL Stock Analysis》
重申对 ORCL 的买入评级，但信心偏低；该股估值合理，不过财报发布后说话者略偏看多。

Oracle刚刚公布了季度财务业绩，该股在盘后交易中上涨超过3%。该公司报告称，仅比3个月前就新增了300亿美元的积压订单，其RPO，即剩余履约义务，已飙升至6640亿美元。

Oracle just reported quarterly financial results and the stock is up over 3% in the after market hours. The company reported an additional $30 billion in backlog just from 3 months earlier and it's RPO, remaining performance obligations, have soared to $664 billion.

但这一切是否让Oracle股票仍然值得买入？记住，我一直将该股评为买入，所以我很高兴看到股价上涨。但让我与你们分享这些最新业绩，让我与你们分享我更新后的公允价值估算，并在这些业绩公布后向你们更新我对Oracle股票买入、持有或卖出的评级。

But does all of this make Oracle stock a buying still? Remember I've had the stock ranked as a buy, so I'm happy to see the share price increasing. But let me share with you these latest results and let me share with you my updated estimates for fair value and update you on my ranking for buy, hold, or sell for Oracle stock following these results.

看原视频00:01
美股听风