Oracle Stock Jumps After Earnings Beat and Higher 2027 Revenue Forecast

Aditya Raghunath3 minute read
Reviewed by: Thomas Richmond
Last updated Mar 11, 2026

Key Stats for Oracle Stock

  • Pre-market price change for Oracle stock: 9%
  • $ORCL Share Price as of Mar. 10: $149
  • 52-Week High: $345
  • $ORCL Stock Price Target: $250

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What Happened?

Oracle (ORCL) stock is up 9% in pre-market after the company reported a strong fiscal third quarter and raised its revenue forecast for 2027.

Here’s a quick look at how Oracle did versus what Wall Street expected:

  • Earnings per share: $1.79 adjusted vs. $1.69 expected
  • Revenue: $17.19 billion vs. $16.91 billion expected

Total revenue grew 22% year over year. Cloud revenue hit $8.9 billion, up 44%. Cloud infrastructure was the standout, growing 84% to $4.9 billion. That’s a step up from 68% growth last quarter.

Management also raised its fiscal 2027 revenue target by $1 billion, now guiding for $90 billion. Analysts had expected $86.6 billion, so that’s a meaningful beat on guidance.

ORCL Stock Q3 Earnings vs. Estimates in Billion USD (TIKR)

On the earnings call, co-founder Larry Ellison was blunt about where Oracle stands in the AI race. “That’s why we think we’re a disruptor,” he said, pointing to Oracle’s push to embed AI agents directly into its software products.

See analysts’ growth forecasts and price targets for Oracle stock (It’s free) >>>

What the Market Is Telling Us About Oracle Stock

Oracle stock has had a rough stretch. It was down about 50% from its September highs before this report, and is still down 23% year-to-date.

Investors had real concerns — the company took on heavy debt to fund its AI buildout, and renting out GPU capacity carries thinner margins than selling software.

ORCL Stock Valuation Model (TIKR)

This earnings report doesn’t erase those concerns, but it does give bulls something to work with.

The 84% growth in cloud infrastructure and the $553 billion in remaining performance obligations show that demand for Oracle’s AI capacity is real and growing fast.

Oracle stock needed a strong quarter to rebuild confidence. This one delivered.

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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