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Oracle Corporation

ORCL · NYSE

Symbol: ORCL
Type: Stock
Sector: Technology
Industry: Computer Software: Prepackaged Software
Country: North America
Exchange: NYSE

Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE: ORCL), please visit us at www.oracle.com.

Key Issues

Bullish view

Oracle's backlog and expanding AI infrastructure demand support the view that contracted cloud capacity can translate into sustained growth. The AI data-center buildout is occurring faster than utility power expansion, increasing the value of available infrastructure.

Bearish view

Backlog dollars do not by themselves prove realized AI revenue, and the supplied analysis says Oracle lacks separable, provable AI-revenue disclosure. Investors may therefore be unable to distinguish durable demand from commitments whose timing and economics remain unclear.

Analyst Consensus

See all

Buy

28 analysts

$145

Current

$225

Low

$246

Average

$240

High

Average target implies +69.17% versus the current price.

Earnings History

BeatMissNo estimate

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$145.12-$0.610.42%

As of: Aug 5, 6:01 PM

Prev Close: $145.74
Market Cap: $418.01B
Open: —
Trailing P/E: —
Day Range: $146.39 - $142.50
52W Range: $345.72 - $114.50
Forward P/E: —
EPS: —
Volume: 13.59M
Dividend Yield: —

About Oracle Corporation

Oracle sells database software, enterprise applications, cloud services and cloud infrastructure, including capacity used for artificial-intelligence workloads. It makes money primarily through recurring software subscriptions, cloud consumption and support contracts, supplemented by licenses and related services. Its customers include businesses, governments and other large organizations that run operational databases, financial, human-resources and other enterprise applications. Oracle is also positioning its cloud infrastructure and reported backlog around AI data-center demand. FY2026 revenue was $67.4 billion and net income was $17.1 billion, versus $57.4 billion and $12.4 billion in FY2025. The supplied evidence does not provide a segment revenue split.

Notable Price Movement

Aug 3-7$145.7412.22%
Oracle rose $25.78, or 21.49%, from $119.96 to $145.74 over the supplied week. The advance followed a 1.85% decline on July 29, then accelerated with gains of 8.34% on July 30, 1.81% on July 31, 9.22% on August 3 and 2.74% on August 4. The first major driver was a broad risk-on session as Middle East tensions eased, lifting the S&P 500 1.48% and Nasdaq 100 1.78% on August 3. AI-sector optimism also supported the move, with evidence citing expanding capital expenditure, enterprise backlogs and strong margins. No company-specific announcement, earnings release or guidance change is identified in the supplied evidence; Oracle moved within a broader AI and market rally.