Key Stats for Oracle Stock
- Today’s Price Change: 8%
- Current Share Price: $190
- 52-Week High: $198
- ORCL Stock Price Target: $181
What Happened?
Oracle (ORCL) stock is up 8% following the software giant’s fiscal fourth-quarter earnings report that exceeded Wall Street expectations and provided bullish guidance for accelerating cloud growth.
The tech giant reported adjusted earnings per share of $1.70, beating the consensus estimate of $1.64, while revenue of $15.9 billion topped expectations of $15.59 billion.
The standout performance came from Oracle’s cloud infrastructure business, which grew 52% year-over-year in the quarter.
More importantly, CEO Safra Catz provided explosive forward guidance, projecting cloud infrastructure revenue will grow more than 70% in fiscal 2026. She also raised full-year fiscal 2026 revenue guidance to over $67 billion, well above the consensus estimate of $65.18 billion.
Oracle’s cloud services and license support revenue reached $11.7 billion, exceeding the $11.59 billion consensus, while cloud and on-premises license revenue of $2.01 billion significantly beat the $1.82 billion estimate.
Its remaining performance obligations (RPO) now stand at a massive $138 billion, up 41% year-over-year, providing strong revenue visibility.
Co-founder and CTO Larry Ellison highlighted unprecedented demand, noting the company recently received an order from a client requesting “all the capacity you have wherever it is.”
Oracle’s involvement in OpenAI’s Stargate AI infrastructure project, as well as major client wins such as Chinese retailer Temu, further underscores its momentum in cloud and AI services.
See Oracle’s full analyst estimates, earnings results, and earnings transcript (It’s free) >>>
What the Market Is Telling Us About ORCL Stock
The strong after-hours rally reflects investor enthusiasm about Oracle’s transformation into a major cloud infrastructure player capable of competing with hyperscale providers such as Amazon and Microsoft.
The 70% projected growth rate for cloud infrastructure in fiscal 2026 represents an acceleration from already impressive growth rates, signaling Oracle’s technology differentiation is gaining market traction.
Oracle’s positioning in the AI boom appears compelling. Ellison emphasizes that the company’s database technology is uniquely suited for enterprise AI workloads.
The Oracle 23 AI database serves as an “AI data platform” that can make customer data immediately available to large language models while maintaining data privacy, a critical requirement for enterprise customers.
Oracle’s willingness to invest heavily in capacity expansion, with capital expenditures expected to exceed $25 billion in fiscal 2026 (up from $21 billion in fiscal 2025), demonstrates management’s confidence in sustained demand growth.
The “insatiable” demand Ellison described, combined with Oracle’s $138 billion in contracted revenue, provides exceptional visibility into future growth.
Investors appear to be recognizing that Oracle’s full-stack approach, encompassing applications, infrastructure, and database technology, creates competitive advantages in the AI era, positioning it as a primary beneficiary of enterprise digital transformation trends.
Want to Invest Like Warren Buffett, Joel Greenblatt, or Peter Lynch?
TIKR just published a special report breaking down 5 powerful stock screeners inspired by the exact strategies used by the world’s greatest investors.
In this report, you’ll discover:
- A Buffett-style screener for finding wide-moat compounders at fair prices
- Joel Greenblatt’s formula for high-return, low-risk stocks
- A Peter Lynch-inspired tool to surface fast-growing small caps before Wall Street catches on
Each screener is fully customizable on TIKR, so you can apply legendary investing strategies instantly. Whether you’re looking for long-term compounders or overlooked value plays, these screeners will save you hours and sharpen your edge.
This is your shortcut to proven investing frameworks, backed by real performance data.
Click here to sign up for TIKR and get this full report now, completely free.
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
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!
