Oracle surged past the target price from our last report as the company reported yet another all-around beat. The management saw a decent revenue growth in most of its key offerings including its cloud services, infrastructure revenues, on-premise license revenues, application revenues, and so on. It is marching ahead of rival, SAP in terms of ERP cloud migration and we expect the company to gain market share in this domain with its Fusion ERP and its NetSuite ERP offerings leading the charge. W ....
