Oracle Corp

ORCL: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$57.00	Npcnhtl	Tsdj

Oracle Beats in Q2, but We Think Management Is too Optimistic About Long-Term; Maintain $65 FVE

Julie Bhusal Sharma

Dec 10, 2021

Oracle's second-quarter results came just slightly above our expectations in terms of revenue and non-GAAP EPS. However, the market reacted strongly, with Oracle shares up 10% in after hours, as FactSet consensus estimates and guidance were decently below our forecasts coming into the quarter. We had rosy expectations going into the quarter due to the overall healthy growth we were expecting in both the ERP and database markets.

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