Oracle Corp NYSE:ORCL Price, Chart, News & Insight

NYSE:ORCL

Oracle Stock Jumps 6% Premarket as AI Cloud Infrastructure Revenue More Than Doubles

Oracle shares rose 6% in premarket trading Friday after the company reported strong fiscal first-quarter results, driven by triple-digit growth in its cloud infrastructure business and rapidly expanding demand for AI computing capacity.

Fiscal Q1 revenue jumped 30% year-over-year to a record $19.3 billion. Total cloud revenue surged 62% to $11.6 billion, led by a 121% increase in Oracle Cloud Infrastructure revenue to $7.4 billion. Cloud applications revenue rose 10% to $4.2 billion. Non-GAAP EPS increased 30% to $1.92, while non-GAAP operating income climbed 31% to $8.2 billion.

AI demand was a major highlight. Oracle booked more than $30 billion of additional AI cloud contracts during the quarter, pushing remaining performance obligations to $664 billion, up $209 billion from a year earlier. The company also delivered more than 300,000 GPUs to AI cloud customers since the end of Q4, nearly tripling the capacity delivered in the previous quarter.

Oracle expects Q2 revenue growth of 30% to 34%, with cloud revenue projected to rise 65% to 71% in U.S. dollars. For fiscal 2027, the company now expects at least $90 billion in revenue and non-GAAP EPS of $8.10.

The results reinforce Oracle’s increasingly important position in AI infrastructure, although the expansion remains capital intensive. Free cash flow was negative $5 billion in Q1 as the company continued investing heavily in additional cloud capacity.

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European Investor 09-11-26

Oracle Stock Gains 2.7% as Morgan Stanley and RBC Reiterate Positive Ratings

Oracle (NYSE: ORCL) shares rose about 2.7% as analysts at Morgan Stanley and RBC Capital Markets reiterated positive ratings on the enterprise software and cloud computing company.

Morgan Stanley analyst Keith Weiss maintained a Positive rating on Oracle with a $210 price target, implying roughly 33% upside from the stock’s indicated price of $158.28.

RBC Capital Markets analyst Rishi Jaluria reiterated a Sector Perform rating with a $190 price target, representing approximately 20% upside.

AI and Cloud Position Support Oracle Sentiment

The ratings come as Oracle strengthens its position in the cloud infrastructure and artificial intelligence markets. Oracle Cloud Infrastructure has become an increasingly important competitor in AI computing, benefiting from demand for high-performance infrastructure needed to train and deploy large AI models.

Oracle also combines its cloud infrastructure with a large installed base across databases and enterprise software, giving the company opportunities to capture AI-related spending from existing corporate customers.

The 2.7% gain suggests positive sentiment around Oracle, with both analysts maintaining constructive price targets even as their ratings reflect different levels of conviction.

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Global Finance News 09-04-26

Oracle Stock Falls 3.7% After TD Cowen Cuts Price Target to $240

Oracle (NYSE: ORCL) shares fell about 3.7% Tuesday after TD Cowen lowered its price target on the enterprise software and cloud computing company.

TD Cowen analyst Derrick Wood reduced his Oracle price target to $240 from $300 while maintaining a Buy rating. The revised target still represents substantial upside from the current stock price of $143.64.

Oracle has become increasingly tied to the AI infrastructure investment cycle through Oracle Cloud Infrastructure, where demand for computing capacity has been supported by generative AI workloads and large-scale data center projects. The company competes with major cloud providers including Amazon, Microsoft and Google while partnering with AI companies to expand its infrastructure business.

The large reduction in TD Cowen’s target may have contributed to Tuesday’s selling pressure, although the continued Buy rating indicates the analyst remains constructive on Oracle’s longer-term prospects.

Oracle’s decline also comes amid broader weakness in technology stocks, with the Nasdaq down around 1% as elevated U.S. Treasury yields pressure growth-stock valuations. The combination of a lower analyst target and a difficult market backdrop appears to be weighing on ORCL shares.

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WS Investor 09-01-26

Oracle Slides 12% Despite Broad Wall Street Support as Analysts Trim Targets After Earnings

Oracle (NYSE: ORCL) shares fell roughly 12% on Thursday following its earnings report, even as most Wall Street firms maintained bullish ratings and continued to view the company as a major beneficiary of the artificial intelligence infrastructure boom.

The sharp decline appears to be driven less by analyst sentiment and more by investor disappointment relative to elevated expectations after Oracle's strong rally since February. However, today's analyst reactions suggest that Wall Street remains largely constructive on the company's long-term outlook.

Wedbush's Daniel Ives lowered his price target from $275 to $240 while maintaining an Outperform rating, reflecting a more conservative valuation despite continued confidence in Oracle's AI and cloud growth strategy. Scotiabank also reduced its target from $290 to $241 but kept its Sector Outperform rating.

Importantly, the target reductions were not accompanied by rating downgrades. Several major firms reiterated bullish views, including Wolfe Research (Outperform), Citigroup (Market Outperform), and Scotiabank (Sector Outperform). Sanford C. Bernstein established a notably optimistic $325 price target, implying substantial upside from current levels.

The analyst responses suggest that while expectations have been reset following the earnings release, Wall Street still sees Oracle as one of the key infrastructure providers benefiting from the massive wave of AI-related spending. Investors remain focused on the company's cloud business, AI training workloads, and expanding data center footprint, which have become major drivers of future growth expectations.

The stock's decline therefore appears to reflect a valuation adjustment rather than a fundamental shift in analyst opinion. With most firms maintaining positive ratings and price targets that remain well above current trading levels, today's selloff highlights the market's tendency to punish even strong companies when results fail to exceed increasingly ambitious expectations.

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European Investor 06-11-26

Oracle Falls 5% After Earnings as AI Spending Surge and Cloud Growth Questions Weigh on Shares

Oracle (NYSE: ORCL) shares fell 6% in after-hours trading despite reporting record quarterly and full-year results, as investors focused on both the massive capital requirements of its AI expansion and signs that some areas of cloud growth may not be keeping pace with lofty expectations.

The company reported record fourth-quarter revenue of $19.2 billion, up 21% year-over-year, while total cloud revenue rose 47% to $9.9 billion. Cloud Infrastructure (IaaS) remained the standout performer, surging 93% to $5.8 billion as demand for AI computing capacity continued to explode.

However, investors appeared less enthusiastic about Oracle's Cloud Applications (SaaS) business, which grew just 10% to $4.1 billion. While respectable by most software industry standards, that growth rate was far slower than the company's infrastructure business and may have disappointed investors hoping for broader acceleration across Oracle's cloud portfolio.

Software revenue also declined 2% during the quarter, reflecting the ongoing migration from on-premise products to cloud offerings. The contrast between hypergrowth in AI infrastructure and more modest growth in applications likely contributed to concerns that Oracle's cloud momentum remains heavily dependent on AI-related infrastructure demand.

The company also unveiled a staggering $638 billion Remaining Performance Obligation (RPO) backlog, up 363% year-over-year, and reaffirmed its goal of reaching $90 billion in revenue during fiscal 2027. First-quarter guidance was strong, with total revenue expected to grow between 27% and 29%.

Despite those positives, investors focused on the enormous spending required to support Oracle's AI ambitions. The company disclosed that it raised $43 billion in debt and $5 billion in equity during fiscal 2026 and expects to raise approximately another $40 billion in fiscal 2027. Oracle also reported negative free cash flow of $23.7 billion as it aggressively builds AI data center capacity.

The market reaction suggests investors are becoming more selective about AI stories. While Oracle's infrastructure growth and AI demand remain exceptionally strong, concerns about capital intensity, future dilution, and slower growth in its SaaS business appear to have overshadowed otherwise record-breaking results.

In short, Oracle delivered impressive headline numbers, but investors were looking for stronger cloud applications growth and may be questioning whether the enormous investment required to capture the AI opportunity will generate sufficient returns in the years ahead.

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WS Investor 06-10-26

Oracle Slips Despite Major Price Target Increase from Bank of America

Oracle (ORCL) shares fell 1.24% despite receiving a significant vote of confidence from Bank of America, which raised its price target to $240 from $200 while maintaining a Buy rating.

The target increase reflects growing optimism surrounding Oracle's position in the rapidly expanding artificial intelligence and cloud infrastructure markets. Investors and analysts have increasingly focused on Oracle's ability to secure large cloud contracts and benefit from surging demand for AI computing capacity, an area that has become one of the company's most important growth drivers.

Despite the bullish analyst action, the stock traded lower as investors appeared to take profits following Oracle's strong recent performance. Shares have rallied significantly over the past year as the company emerged as one of the major beneficiaries of AI-related infrastructure spending.

Bank of America's higher target suggests confidence that Oracle can continue gaining market share in cloud services while leveraging its extensive enterprise customer base. The firm is also expected to benefit from increasing demand for database services, cloud applications, and AI training workloads hosted on Oracle Cloud Infrastructure.

The modest decline in the stock price appears more related to short-term market dynamics than to any deterioration in Oracle's fundamental outlook. In fact, today's analyst update points in the opposite direction, highlighting expectations for continued revenue growth and expanding opportunities tied to the global AI investment cycle.

With the new $240 target implying meaningful upside from current levels, Wall Street's focus remains on Oracle's ability to convert strong cloud demand into sustained revenue growth and margin expansion over the coming years.

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Global Finance News 06-09-26

Oracle Drops 9% in Tech Rout Despite Continued Wall Street Optimism

Oracle shares plunged nearly 10% on Friday, closing at $213.41 as investors aggressively sold technology stocks following stronger-than-expected U.S. employment data and rising Treasury yields. The decline came despite a series of bullish analyst updates that underscore Wall Street's confidence in Oracle's long-term AI and cloud computing opportunities.

Several firms reaffirmed positive views on the company during the week. Guggenheim analyst John DiFucci maintained a Buy rating, while BTIG Research also reiterated its Buy recommendation with a notably bullish $400 price target. Meanwhile, Cantor Fitzgerald raised its price target from $229 to $284 and maintained an Overweight rating, signaling growing confidence in Oracle's growth trajectory.

The contrast between Friday's sharp decline and the optimistic analyst commentary highlights the market's current focus on macroeconomic factors rather than company-specific fundamentals. Higher interest rates tend to weigh on technology valuations, particularly among companies expected to generate a significant portion of their growth in future years.

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The Investor 06-06-26

Oracle Extends Rally as Citigroup Reiterates Buy Rating

Oracle (ORCL) shares gained about 1.9% today after Citigroup reiterated its Buy rating, adding to growing optimism surrounding the software giant's position in the rapidly expanding artificial intelligence infrastructure market.

The analyst reaffirmation comes as Oracle continues to attract investor attention for its cloud business and increasing role in supporting AI workloads. The company has emerged as one of the key beneficiaries of surging demand for data center capacity, cloud computing resources, and AI training infrastructure.

Oracle's cloud division has been growing at a strong pace, supported by enterprise customers seeking alternatives to larger cloud providers and by AI companies requiring large-scale computing power. Investors have become increasingly optimistic that Oracle's cloud infrastructure business could deliver sustained growth as artificial intelligence adoption accelerates across industries.

Citigroup's decision to maintain a Buy rating suggests continued confidence in Oracle's ability to capitalize on these trends. Analysts remain encouraged by the company's expanding cloud footprint, strong backlog of future business, and strategic positioning within the AI ecosystem.

With shares already among the stronger performers in the technology sector this year, today's gain reflects ongoing investor belief that Oracle remains well positioned to benefit from the multi-year wave of AI and cloud infrastructure spending. The latest analyst endorsement reinforces Wall Street's increasingly positive view of the company's long-term growth prospects.

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WS Investor 06-04-26

Oracle reported strong fiscal third-quarter 2026 results, with revenue rising 22% year over year to $17.2 billion and cloud revenue increasing 44% to $8.9 billion. The company’s cloud infrastructure (IaaS) segment grew 84% to $4.9 billion, driven by demand for AI computing, while cloud applications (SaaS) revenue reached $4.0 billion.

GAAP net income totaled $3.7 billion and earnings per share rose 24% to $1.27, while non-GAAP EPS increased 21% to $1.79. Remaining performance obligations surged 325% year over year to $553 billion, largely reflecting major AI-related cloud contracts.

Oracle said demand for AI cloud capacity continues to outpace supply and expects strong growth to continue, guiding fourth-quarter revenue growth of about 19%–21% and non-GAAP EPS of roughly $1.96–$2.00.

PRNewswire

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The Investor 03-11-26

Oracle Corporation announced plans to raise $45–$50 billion in gross proceeds during calendar year 2026 to fund the expansion of its rapidly growing Oracle Cloud Infrastructure business, as it builds capacity to meet rising demand from major customers including AMD, Meta, NVIDIA, OpenAI, TikTok, and xAI.

Oracle said it will use a balanced mix of equity and debt financing to maintain an investment-grade balance sheet. Roughly half of the funding will come from equity, including mandatory convertible preferred securities and a newly authorized at-the-market equity program of up to $20 billion, while the remaining portion will be financed through a single issuance of investment-grade senior unsecured bonds early in 2026.

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Global Finance News 02-02-26

09-11-26European Investor

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08-28-26The Investor

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