Veytics Intelligence
2026-10-20 · Yahoo

What Is Oracle’s (ORCL) Economic Moat, and Is It Widening or Narrowing?

A moat is usually tested by asking what a customer would have to do to leave. For Oracle Corporation (NYSE:ORCL) that question has two answers now, and they point in opposite directions. The stock closed at $129.59 on October 19. It has returned -27% over the last 6 months, compared to an 11.6% return for the Insider Monkey Billionaire Index and 8.7% for the State Street SPDR S&P 500 ETF Trust. The database business is one of the stickiest franchises in software. The newer business is renting out computing capacity, and the test there is whether anyone can tell one rented server from another. READ ALSO: 10 Most Undervalued Quality Stocks to Invest InWhat Is Oracle's (ORCL) Economic Moat, and Is It Widening or Narrowing?

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