Oracle Corporation (ORCL) Earnings

Oracle Corporation

ORCL · NYSE

Aug 2026upcoming

Next quarter

Consensus is $1.39 EPS for Aug 2026 across 10 estimates, ranging $1.36 to $1.43.

ORCL May 2026

Reported Jun 10, 2026

Beat 13.29%

EPS estimate: $1.58
EPS actual: $1.79
Revenue estimate: —
Revenue actual: —
1-day move: -8.53%

Call highlights have not been generated for this quarter.

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 +68.94% versus the current price.

Earnings History

BeatMissNo estimate

Peers

Palantir Technologies Inc.