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Oracle Post Big Gains For Quarter
Excerpt from the InvestorGuide.com Stock of the Day on 9/21/2007

Around six months ago, analysts and investors both had their doubts about Oracle's future. The Redwood Shores-based company started off 2007 on a downward spiral. But Oracle has made a turn around and has continued to produce impressive quarters, one after another. The latest gains surfaced late Thursday when Oracle reported that software sales during its fiscal first quarter accelerated at the fastest pace in seven years. Oracle shares managed to hit a new 52-week high on Thursday, reaching $21.31 before dipping to finish the session at $21.04. Revenue of $4.53 billion rose 26 percent from a year earlier and above analysts' consensus estimate of $4.34 billion. What has led to these impressive numbers each quarter? Will Oracle be able to maintain this upward momentum in the future?

Oracle's market value has climbed by about $36 billion since its Chief Executive, Larry Ellison, began snapping up the company's smaller rivals in 2004. Oracle has acquired more than 30 companies in hopes of luring customers away from competitors. Analysts strongly believe that Oracle's acquisition strategy and ability to offer businesses a more complete product, has given the company the ability to take market value away from some of its competitors. Oracle's position on the recent string of acquisitions is that these takeovers will help bolster the applications side of its business and complement its traditional database software sales. It appears that they have finally found a strategy that works well for them. Some analysts are skeptical about the continued success of Oracle, especially with the intense competition that they have. More >


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Oracle Shares Rebound After Tuesday's Selloff
Excerpt from the InvestorGuide.com Stock of the Day on 2/28/2007

Tuesday's major market correction certainly didn't help Nasdaq-listed companies, especially Redwood City, CA-based Oracle Corp. Investor uncertainty dropped shares by nearly 4%, but things seem to have turned around during Wednesday trading. The database and application software company had gained over 2% by mid-morning, but there still remains uncertainty as to how the company will perform for the rest of the year. December sales were lower than expected in applications, but higher in database-related products - the opposite of what many analysts believed would happen. With a recent string of major acquisitions Oracle hopes to increase market share and profitability. Will it be able to do so? More >

Oracle Beats Revenue and Earnings Estimates
Excerpt from the InvestorGuide.com Stock of the Day on 6/29/2005

The software giant reported fiscal fourth-quarter earnings that beat most analysts' estimates due to strong database software sales in the U.S. The fourth-quarter was the first full quarter since the acquisition of PeopleSoft, Inc. and the strong results helped push the stock price up 60 cents in early morning trading. More >

Oracle Sweetens Offer to Nab PeopleSoft
Excerpt from the InvestorGuide.com Stock of the Day on 12/13/2004

After a bitter fight that had escalated into Hollywood proportions, in an epic 18-month long battle that saw five takeover bids, three court cases, and the firing of a chief executive and a loss of $1bln in sales for one side, Oracle finally emerged victorious today in its bid to buy rival PeopleSoft. Described as a "a long, emotional struggle" by a PeopleSoft director, the sale, worth $10.3bln, creates the world's second largest company behind Germany's SAP AG in the $22 billion market for programs that handle tasks such as payroll and human resources. With an offer over the $24 that Oracle had earlier called its "best and final", the $26.50 per share, a 10.6% premium to PeopleSoft's Friday close, was enough to sway the PeopleSoft board in their favor. More >

Oracle (ORCL) Upgrades

Date
Analyst
Old Rating
New Rating
07/16/2009
SocGen
Hold
Buy
10/09/2008
Societe Generale
Sell
Hold
03/10/2008
William Blair
Market Perform
Outperform
03/06/2008
Merrill Lynch
Neutral
Buy
12/12/2007
Morgan Stanley
Equal Weight
Overweight
11/14/2007
CIBC
Sector Perform
Sector Outperform

Oracle (ORCL) Downgrades

Date
Analyst
Old Rating
New Rating
04/29/2009
Cowen & Co
Outperform
Neutral
11/21/2008
Oppenheimer
Outperform
Perform
10/31/2008
JMP Securities
Market Outperform
Market Perform
12/04/2007
JMP Securities
Strong Buy
Outperform
12/16/2005
William Blair & Co.
Market Perform
Outperform
12/13/2005
Lazard Capital Markets
Hold
Buy

Oracle (ORCL) New Coverage

Date
Analyst
Rating
09/09/2009
Lazard Capital
Buy
07/16/2009
Raymond James
Outperform
07/01/2009
Caris
Above Average
07/01/2009
Caris & Co
Above Average
12/12/2008
Stanford
Hold
12/11/2008
Stanford
Hold
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