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Home/Stocks/ORCL
NYSE · US · Software - Infrastructure

ORCL Oracle

OCI AI cloud; Stargate capacity for OpenAI

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)
Hyperscalers & AI Cloud (the buyers) · 80
Last close (delayed) · 2026-10-26
$126.0
−0.12% today
1W
−2.8%
1M
−7.8%
3M
+5.4%
YTD
−34.5%
1Y
−54.9%
Off 52w high
−54.9%
Next earnings (est.): 2026-12-14
Market cap$382B
P/E (trailing)19.8Forward 11.5
EV / sales7.2×EV/EBITDA 15.0×
Revenue (TTM)$71.78BGrowth 29.6% y/y
Margins64.0%gross · op 35.6%
Free cash flow-$45.85BCash $37.08B · debt $169B
Analyst target$236.5+87.7% upside · 41 analysts · buy
Riskβ 1.77Short 2.6% of float · yield 1.59%

Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.

ORCL · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-09-10EarningsBeat / raise

    Reported EPS 1.92 vs 1.74 expected (+10.4% surprise).

  2. 7
    2026-06-10EarningsBeat / raise

    Reported EPS 2.11 vs 1.96 expected (+7.5% surprise).

  3. 6
    2026-03-10EarningsBeat / raise

    Reported EPS 1.79 vs 1.69 expected (+5.7% surprise).

  4. 5
    2025-12-10EarningsBeat / raise

    Reported EPS 2.26 vs 1.64 expected (+38.0% surprise).

  5. 4
    2025-09-09EarningsMiss / cut

    Reported EPS 1.47 vs 1.48 expected (-0.6% surprise).

  6. 3
    2025-06-11EarningsBeat / raise

    Reported EPS 1.7 vs 1.64 expected (+3.4% surprise).

  7. 2
    2025-03-10EarningsMiss / cut

    Reported EPS 1.47 vs 1.49 expected (-1.4% surprise).

  8. 1
    2024-12-09EarningsMiss / cut

    Reported EPS 1.47 vs 1.48 expected (-0.8% surprise).

Latest headlines

Auto-updated daily

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-09-101.741.92+10.4%
2026-06-101.962.11+7.5%
2026-03-101.691.79+5.7%
2025-12-101.642.26+38.0%
2025-09-091.481.47−0.6%
2025-06-111.641.7+3.4%
2025-03-101.491.47−1.4%
2024-12-091.481.47−0.8%
2024-09-091.331.39+4.3%
2024-06-111.651.63−1.1%
2024-03-111.381.41+2.5%
2023-12-111.331.34+0.9%
2023-09-111.151.19+3.5%
2023-06-121.581.67+5.6%
2023-03-091.21.22+1.4%
2022-12-121.171.21+3.1%
2022-09-121.081.03−4.2%
2022-06-131.381.54+11.9%
2022-03-101.181.13−4.0%
2021-12-091.111.21+8.5%
2021-09-130.971.03+6.4%
2021-06-151.331.54+15.6%
2021-03-101.111.16+4.5%
2020-12-101.01.06+6.1%

About Oracle

Website ↗

Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide. Its Oracle cloud software as a service offering includes various cloud software applications, including Oracle Fusion cloud enterprise resource planning ERP, Oracle Fusion cloud enterprise performance management EPM, Oracle Fusion cloud supply chain and manufacturing management SCM, Oracle Fusion cloud human capital management HCM, and NetSuite applications suite, Oracle Health applications, as well as Oracle Fusion Sales, Service, and Marketing. The company also offers cloud-based industry solutions for various industries; Oracle cloud license and on-premise license; and Oracle license support services. In addition, it provides cloud and license business' infrastructure technologies, such as the Oracle Database and MySQL Database; Java, a software developme…

141,000 employees · Austin, United States

Hyperscalers & AI Cloud (the buyers)

80

Four US hyperscalers guided to roughly $700B+ of 2026 capex, with 2027 modelled near $1T. Their guides set demand for every supplier on this site; neoclouds add more.

Capex guide→Orders→Data centers→AI revenue

What would prove us wrong. Weakens if two or more hyperscalers cut forward capex guidance in the same quarter.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
MSFT
Microsoft
Largest AI cloud buyer; Azure and OpenAI capacity $530.4+1.12%+2.8%+10.4%
GOOGL
Alphabet
Waymo driverless fleet and TPUs $318.4−0.58%−7.4%+1.9%
AMZN
Amazon
AWS; Trainium custom chips and the largest capex budget $249.7+0.68%+0.0%+8.2%
META
Meta Platforms
Gigawatt training campuses (Prometheus, Hyperion) $638.8−0.60%−15.0%−3.0%
CRWV
CoreWeave
GPU cloud; large consumer of powered shells $56.97+5.03%−35.0%−20.4%
NBIS
Nebius Group
Neocloud building GPU capacity in US and Europe $161.9+1.99%−31.8%+93.4%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.