Should You Consider Investing in Oracle Corp. (ORCL)?

Parnassus Investments, an investment management firm, released its “Parnassus Value Equity Fund” second-quarter 2025 investor letter. The fund focuses on owning a concentrated portfolio of U.S. large-cap stocks. The full letter is available for download here. For the second quarter of 2025, the fund reported a net return of 7.24%, outperforming its benchmark, the Russell 1000 Value Index, which returned 3.79% for the same period. The fund’s top 5 holdings are also listed in the letter, showing the firm’s main investment positions heading into 2025.

One of the companies mentioned in the letter is Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments. Over the past month, Oracle Corporation (NYSE:ORCL) rose by 8.70%, and it gained 79.26% over the last 12 months. On July 29, 2025, Oracle Corporation (NYSE:ORCL) shares closed at $249.98, with a market capitalization of $702.151 billion.

Here is what they have to say about Oracle Corporation (NYSE:ORCL) in their investor letter:

“Oracle Corporation (NYSE:ORCL) stock benefited from the firm’s better-than-expected quarterly results. The software and cloud infrastructure provider continues to benefit from the AI megatrend, signaling that cloud growth will accelerate.”

Analyst Says He’s Going to ‘Sleep Like a Baby’ After Trimming Oracle (ORCL) Position

A team of IT professionals meticulously crafting a large-scale enterprise performance management system.

Oracle Corporation (NYSE:ORCL) is not included in our list of the 30 most popular stocks among hedge funds. According to our data, 97 hedge fund portfolios held positions in Oracle Corporation (NYSE:ORCL) at the end of the first quarter of 2025, down from 105 in the previous quarter. Oracle Corporation (NYSE:ORCL) reported Q4 2025 EPS of $1.70, exceeding analyst expectations of $1.64. While we acknowledge the risk and potential of ORCL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than ORCL and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Oracle Corporation (NYSE:ORCL) and shared Polen Capital’s views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.