Oracle Corp

ORCL: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$53.00	Qdptbzm	Khst

Oracle Sees In-Line Q3 As Lack of Consumption-Based Model Provides Stability; Shares Overvalued

Julie Bhusal Sharma

Mar 10, 2023

Oracle’s third-quarter results came in right in line with our expectations, with some stability coming from its small exposure to consumption-based revenue. Nonetheless, the market had baked in more optimistic revenue results, leading to a slight dip for the stock upon results. Even with the mismatch between us and the market, we think shares are still overvalued, given our maintained fair value estimate for the narrow-moat stock at $67 per share.

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