Oracle Corporation (ORCL)
It's Oracle vs. Iran. Why Markets Need to Back Good Risk Over Bad.
Oracle's AI momentum builds, Ackman entices new fund investors, Saudi Aramco plans to bypass Strait of Hormuz, and more news to start your day.
Oracle rallies as strong revenue forecast eases concerns over massive AI bets
Oracle shares surged about 10% before the bell on Wednesday after the software giant's upbeat revenue forecast calmed worries over faster returns from its hefty spending on artificial intelligence infrastructure.
Oracle stock is offering its AI future for free today: find out more
D.A. Davidson's senior analyst Gil Luria continues to see Oracle (NYSE: ORCL) as exceptionally cheap at about 25x forward earnings, despite an 8% rally after Q3 earnings late on Tuesday. Oracle came in handily above Street estimates in its third financial quarter and cited solid artificial intelligence (AI) tailwinds as it guided for a better-than-expected $1.94 a share of earnings in Q4.
Oracle: Heavy Capex, Heavy Debt, Heavy Upside
Oracle is no longer just a SaaS and database company. It is becoming a large-scale AI infrastructure provider, and that shift is already reaccelerating overall growth. The market's biggest concern is debt, but Oracle's large AI contracts are often backed by customer prepayments or customer-funded GPUs, which should reduce financing risk. At today's valuation, ORCL stock already prices in a lot of fear around debt, dilution, and execution, while giving too little credit for Oracle's long-term AI revenue opportunity.
Oracle Corporation (ORCL) Q3 2026 Earnings Call Transcript
Oracle Corporation (ORCL) Q3 2026 Earnings Call Transcript
AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
On Oracle's earnings call, CEO Clay Magouyrk named Cerebras as an important maker of artificial intelligence hardware, alongside Nvidia and AMD. Landing Oracle as a customer could be a big boon for Cerebras, which is trying to go public after pulling its initial IPO filing last year.
Oracle Boosts Outlook Amid Huge AI Demand. The Stock Is Surging.
Oracle turned in a strong quarter and raised its long-term outlook on strong AI demand. Will it be enough to bring its stock out of its slump?
Oracle (ORCL) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for Oracle (ORCL) give insight into how the company performed in the quarter ended February 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Oracle (ORCL) Q3 Earnings and Revenues Surpass Estimates
Oracle (ORCL) came out with quarterly earnings of $1.79 per share, beating the Zacks Consensus Estimate of $1.7 per share. This compares to earnings of $1.47 per share a year ago.
Oracle's stock rises as AI demand spurs an earnings milestone not seen in 15 years
Oracle proved the artificial-intelligence doubters wrong on Tuesday as the company beat expectations on revenue and earnings, while disclosing that it doesn't expect it will need to take on more financing to support its growing set of AI contracts.
Oracle Q3 earnings are in, and cloud numbers are hard to ignore
Oracle has given Wall Street a turbulent ride over the past six months. The stock surged 36% after its first-quarter results, only to tumble 12% following the second quarter, even though revenue beat expectations.
Oracle Shares Rocket 8% As Q3 Earnings Top Expectations
56%. That's how much Oracle's shares have fallen since hitting an all-time high ($345.72) on Sept. 10, ranking as the worst performance across all stocks on the S&P 500 over that period, while also falling 23% this year.
