The video discusses Oracle's (ORCL) stock performance in 2025, noting it is up 81% year-to-date. The speaker mentions having rated Oracle as a buy all year and one of the best stocks to buy. The analysis focuses on Oracle's remaining performance obligations (RPO), which are above $455 billion, up 359% from last year and over $317 billion from the previous quarter. It is stated that this RPO growth signals future revenue growth, this figure increased late last year. The video mentions an 11% increase in total revenues for the most recently completed quarter, reaching $14.9 billion. Although free cash flow is negative $5.9 billion due to $27.4 billion in capital expenditures, the management forecasts capital expenditures of around $35 billion next year. The presenter's discounted cash flow valuation indicates an intrinsic value per share of $308.84 compared to the current market price of $302.42 and highlights that even after its appreciation in price, the stock does not appear overvalued. Therefore, the analysis concludes that Oracle stock is fairly valued at the current market price.