JasonDoiy/iStock Unreleased via Getty Images After a massive selloff, I upgraded Oracle Corporation ( ORCL ) from a Hold to a Buy back in January. The market's fear seemed excessive as the company demonstrated strong growth momentum and robust demand with RPOs surging. As shown in the chart below, the stock hasn't caught a break lately. Since the publication of my previous update, Oracle is down a...
JasonDoiy/iStock Unreleased via Getty Images After a massive selloff, I upgraded Oracle Corporation ( ORCL ) from a Hold to a Buy back in January. The market's fear seemed excessive as the company demonstrated strong growth momentum and robust demand with RPOs surging. As shown in the chart below, the stock hasn't caught a break lately. Since the publication of my previous update, Oracle is down another 30% to show that bearishness has intensified. With the Cloud AI giant having reported their earnings just last month, today we'll be taking a look at those numbers as well as some recent developments. The goal by the end of this article is to provide readers with a fresh perspective on the investment thesis. Seeking Alpha Below, it is shown that Q3 was a decently robust quarter for Oracle as top-line growth continued to accelerate and RPOs continued to pile up. There are some risks, such as their aggressive financial leverage and the geopolitical situation in the Middle East. However, with FY2027 guidance being raised and the valuation being at multiyear lows, the risk/reward remains deep in bullish territory. As a result, I have decided to reiterate my buy rating on Oracle stock. Growth Acceleration Continues Data by YCharts Judging by Oracle's top-line results, it is hard to believe that the stock has been more than halved from its all-time highs seen last year. For their FY2026 Q3, the company generated total revenues of $17.2 billion, up 22% YoY or 18% in constant currency. As you can clearly see in the chart above, top-line growth has now accelerated for the fourth straight quarter to show that the company is seeing significant AI tailwinds. Business activity seems robust, and if you take a look at their earnings release, it is clear where this growth is coming from. For the third quarter, their Cloud Infrastructure business led the way as an 84% YoY jump in revenues was reported. This shows that the company's aggressive buildout of infrastructure may be justifi...
PM Images/DigitalVision via Getty Images Introduction The Dividend Champions list is a monthly compilation of companies which have consistently increased their annual dividend payouts. However, since this list is only produced once per month, the data in it can quickly get out of date. Furthermore, with around 700 companies on the list, the sheer amount of data can quickly become overwhelming. In ...
PM Images/DigitalVision via Getty Images Introduction The Dividend Champions list is a monthly compilation of companies which have consistently increased their annual dividend payouts. However, since this list is only produced once per month, the data in it can quickly get out of date. Furthermore, with around 700 companies on the list, the sheer amount of data can quickly become overwhelming. In this weekly series, I highlight recent and upcoming dividend related activity for dividend stocks on the Dividend Champions list. In the data presented below, Yield is forward annualized and Years reflects the up-to-date streak, including dividends declared since the last edition of the Dividend Champions list. Dividend Changes In the past week, the following companies declared dividends which changed from their previous payouts. Increases: Company Symbol Ex-Div Pay Old Rate New Rate Increase Yield Years Agree Realty Corporation ( ADC ) 4/30 5/14 0.262 0.267 1.91% 4.10% 14 Constellation Brands, Inc. ( STZ ) 4/29 5/14 1.02 1.03 0.98% 2.48% 12 Click to enlarge Decreases: None Last Chance to Buy These dividend growth stocks have ex-dividend dates approaching. The following tables indicate the last day you can buy these stocks in order to be eligible for the upcoming dividend. Tables are sorted alphabetically by symbol. Monday Apr 13 (Ex-Div 4/14) Company Symbol Pay Date Payout Price Yield Years American Tower Corporation ( AMT ) 4/28 1.79 179.29 3.99% 16 The PNC Financial Services Group, Inc. ( PNC ) 5/5 1.7 221.13 3.08% 15 Click to enlarge Tuesday Apr 14 (Ex-Div 4/15) Company Symbol Pay Date Payout Price Yield Years AbbVie Inc. ( ABBV ) 5/15 1.73 207.94 3.33% 14 Abbott Laboratories ( ABT ) 5/15 0.63 100.30 2.51% 13 American Financial Group, Inc. ( AFG ) 4/24 0.88 130.69 2.69% 20 Alamo Group Inc. ( ALG ) 4/29 0.34 176.89 0.77% 12 City Holding Company ( CHCO ) 4/30 0.87 126.88 2.74% 13 Capital Southwest ( CSWC ) 4/30 0.1934 22.83 10.17% 10 Kadant Inc. ( KAI ) 5/13 0.36 325.03 0...
When the conflict with Iran started, some of the first headlines we saw had to do with shipping insurance. Marine insurers were said to be cancelling war risk coverage for vessels going through the Strait of Hormuz. Premiums were said to surge. Meanwhile, the Trump administration announced it would offer its own insurance for ships traversing the Gulf, in an effort to get things moving again. So w...
When the conflict with Iran started, some of the first headlines we saw had to do with shipping insurance. Marine insurers were said to be cancelling war risk coverage for vessels going through the Strait of Hormuz. Premiums were said to surge. Meanwhile, the Trump administration announced it would offer its own insurance for ships traversing the Gulf, in an effort to get things moving again. So why is insurance such a crucial part of maritime trade? And how does the system actually work? In this episode, we speak with Dorothea Ioannou, CEO of the American P&I Club, and Steven Ogullukian, the club's reinsurance director. We talk about the different roles of insurers, reinsurers, insurance clubs, and why ships need to have separate coverage for things like war, liability and hull loss. (Source: Bloomberg)
We expect the 2026 Q1 earnings report card to show continued strength and momentum, though market enthusiasm for the March-quarter numbers will likely be tempered by geopolitics-driven macro uncertainty.
We expect the 2026 Q1 earnings report card to show continued strength and momentum, though market enthusiasm for the March-quarter numbers will likely be tempered by geopolitics-driven macro uncertainty.
China's Li Haotong didn't think he would be able to play at the Masters on Friday because of illness - then moved into contention for the Green Jacket.
China's Li Haotong didn't think he would be able to play at the Masters on Friday because of illness - then moved into contention for the Green Jacket.