Snowflake: What We Think of the Stock After Earnings
We raise our fair value estimate for Snowflake stock.
Luke Yang, CFA
Luke Yang is an equity analyst for Morningstar.
More From Luke Yang, CFA
After Earnings, Is Oracle Stock a Buy, a Sell, or Fairly Valued?
Accelerating data center costs and high capital expenditures push Oracle’s balance sheet.
CoreWeave: Neocloud Leader Undertaking Risky Bets To Serve Future Demand for AI Compute
We think CoreWeave stock is fairly valued.
Oracle Earnings: Solid Execution Secures Revenue Target and Mitigates Investor Concerns
We raise our fair value estimate for Oracle stock.
Oracle: We Lower Moat Rating to Narrow on Reduced Certainty Around AI
We think Oracle stock is moderately undervalued.
Oracle: Strong Generative AI Demand Supports Data Center Buildout
We think Oracle stock is moderately undervalued.
Oracle: TikTok Deal Secures Major Cash Flow but Does Little to Derisk the Data Center Buildout
The deal’s main value is to keep TikTok as a major tenant for Oracle Cloud Infrastructure.
Oracle: Recent Stock Decline an Overreaction to Potential AI Risks
We see ample demand for AI-related data centers, but have lowered our fair value estimate and raised our Uncertainty Rating for Oracle stock.
Oracle Earnings: More Focus on Capacity Delivery as Cloud Infrastructure Ramps at Scale
We lower our fair value estimate for Oracle stock.
Oracle: Another OCI Revenue Outlook Raise Shows Ability to Capture AI Momentum
We raise our fair value estimate for Oracle stock.
Oracle: Cloud Infrastructure Margin Should Improve as Scale Expands
We think Oracle stock is fairly valued.
Oracle: Co-CEO Appointment Should Deepen Synergy Between Cloud Infrastructure and Applications
The immediate challenge is balancing OCI and OCA’s investment needs.
Oracle: Participation in the TikTok Deal Secures Business from Key Cloud Infrastructure Customer
We think the deal maintains Oracle’s existing benefit from hosting TikTok with limited upside.
Oracle Earnings: Skyrocketing AI Data Center Demand Fuels Outlook
We raise our fair value estimate for Oracle stock.
