ORCL Oracle Corporation Loading...

From TROW earnings calls
Loading chart...
Top Calls
Feed
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
0 selected
All Content✓
Source feeds
Buzzberg Top 50 ✓
All market capsNo capitalization filter✓
200 B and aboveMega✓
10 B to 200 BLarge✓
2 B to 10 BMid✓
0 to 2 BSmall✓
Custom
Enter market cap range in B USD
All directions✓
▲ Long✓
▼ Short✓
⛔ Avoid✓
✂ Close✓
◦ Others✓
Any score✓
LOW+✓
MED+✓
HIGH✓
12:00
Apr 30 ◎
Glenn August CEO, OHA, T. Rowe Price Group, Inc. TROW Q1 FY26 call
OHA's credit selection has exposure to the AI disruption theme, but they claim differentiation by focusing on 'vertical mission-critical software and contractual recurring revenue models' and avoiding 'ARR loans'. — This strategy suggests OHA believes it is less exposed to AI disruption than peers with a focus on riskier, high-growth software credits, potentially protecting its loan portfolio performance.
ORCL
MED

About ORCL Analyst Coverage

Buzzberg tracks ORCL (Oracle Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Glenn August.