Tag Archives: ORCL

Zuora – Accelerating Growth Makes This An Interesting IPO

Zuora (ZUO) has gone public in an offering which has seen healthy demand. In fact, shares are trading at levels nearly twice the value being attached to the business in the preliminary offering range ahead of the IPO. Strong demand has doubled the attached valuation from a billion to two billion. Valuation multiples have risen […]

Najarian Brothers See Unusual Activity In Walmart And Oracle

Related ORCL Oracle Earnings Preview: Will Cloud Drive Growth Again? The Week Ahead: The Year's Biggest Biotech Conference, Host Of IPO Quiet Period Expirations, And Other Coming Catalysts Disney's Disturbance In The Force, Adobe Earnings: Investing Action Plan (Investor’s Business Daily) On CNBC's "Fast Money Halftime Report", Jon Najarian spoke about high options volume in […]

Oracle Needs One Critical Segment To Keep Growing

Oracle (NYSE:ORCL) has forced its way to revenue growth with its newfound momentum in the Software as a Service (NASDAQ:SAAS) and Infrastructure as a Service (IaaS) segments of cloud computing. The growth in cloud has been able to offset revenue declines in other parts of Oracles business. But with the leaders of the as-a-Service game […]

Pegasystems Goes Whale Hunting

Pegasystems (NASDAQ:PEGA) is an online CRM (customer relationship manager) that must be doing something right because is up against a much bigger and formidable competitor like Salesforce (NYSE:CRM), as well as other much bigger companies like SAP AG (NYSE:SAP) and Oracle (NYSE:ORCL). It can be instructive to look at the relative performance. First, the stock […]

Arista Stock Could Double Thanks to This Overlooked Catalyst

Michael A. Robinson Three strikes and you’re out, right? Not in my league – where we’ve got instant replay and it’s clear the umpire missed the call. In this case we’ve got three “umpires” – and after checking the “tape” I’m convinced they all need new glasses. Here’s what I’m talking about… Between April 4 […]