Here’s What Drives Oracle’s (ORCL) Strong Performance

6 days ago 6

Soumya Eswaran

Mon, November 24, 2025 astatine 7:37 AM CST 3 min read

Loomis Sayles, an concern absorption company, released its “Global Growth Fund” capitalist missive for the 3rd 4th of 2025. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, the money returned 7.59% compared to 7.62% for the MSCI ACWI Index Net. The steadfast seeks to put successful high-quality businesses that person sustainable competitory advantages and acquisition profitable growth, particularly erstwhile these companies are trading astatine a important discount to their intrinsic value. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Loomis Sayles Global Growth Fund highlighted stocks specified arsenic Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that code endeavor accusation exertion environments. The one-month instrumentality of Oracle Corporation (NYSE:ORCL) was -29.37%, and its shares gained 5.73% of their worth implicit the past 52 weeks. On November 21, 2025, Oracle Corporation (NYSE:ORCL) banal closed astatine $198.76 per share, with a marketplace capitalization of $566.624 billion.

Loomis Sayles Global Growth Fund stated the pursuing regarding Oracle Corporation (NYSE:ORCL) successful its 3rd 4th 2025 capitalist letter:

“Oracle Corporation (NYSE:ORCL) is simply a person successful the endeavor bundle marketplace with a beardown marketplace presumption successful database, infrastructure and exertion software, and cloud-based bundle and services. We judge the company’s competitory advantages see its ample and experienced nonstop income force, a founder-driven absorption squad that reinvests relentlessly to support a starring intelligence spot (IP) portfolio and differentiated merchandise suite, and a ample installed basal of clients with precocious switching costs wherever it consistently achieves renewal and retention rates successful the mid-90% range. We judge Oracle is good positioned to payment from the continuing maturation successful information retention and endeavor exertion software, arsenic good arsenic the displacement to cloud-based solutions.