Investopedia: For Oracle, Mixed Progress Is Still Progress
The stock of enterprise software giant Oracle (Nasdaq:ORCL)
has certainly come alive this summer, but there's more than a little
skepticism about the health and durability of the company's growth.
While bulls think that engineered systems and Fusion applications will
reignite (or at least maintain) growth, skeptics point to Oracle's soft organic growth and threats to its basic enterprise business model. The stock seems undervalued on a cash flow basis, though, and double-digit license growth should tip the balance to the bull camp in the short term.