Oracle Corporation (ORCL)
Oracle Stock Is Plunging Despite New Commitments From Nvidia and Meta. Here's Why.
Oracle has some new deals with big AI names. That news wasn't enough to keep its stock from plummeting late Wednesday after the company released its quarterly results.
Oracle: Flunking On All Cylinders
Oracle Corporation faces margin compression as cloud expenses outpace revenue growth. ORCL's capex soared to $20.5 billion in six months, driving free cash flow from $11.2 billion positive to $13.2 billion negative in six quarters. Despite a 34% jump in cloud revenue, ORCL expenses rose 45%, and revenue missed estimates during peak AI demand.
Oracle (ORCL) Reports Q2 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Oracle (ORCL) give a sense of how the business performed in the quarter ended November 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Oracle CEO Ellison: We will continue to buy latest GPUs from Nvidia
CNBC's Seema Mody talks latest comments from Oracle CEO Larry Ellison on investors call.
Oracle (ORCL) Beats Q2 Earnings Estimates
Oracle (ORCL) came out with quarterly earnings of $2.26 per share, beating the Zacks Consensus Estimate of $1.63 per share. This compares to earnings of $1.47 per share a year ago.
Oracle shares drop 4% on mixed results
Rishi Jaluria, RBC Capital Markets Analyst, joins 'Closing Bell Overtime' to talk Oracle quarterly results.
Oracle misses on quarterly revenue as questions about AI infrastructure spending and debt drive stock slide
Oracle missed its quarterly revenue estimates, causing its shares to fall by more than 6% after hours. Despite the miss, Oracle still saw 14% year-over-year revenue growth in the quarter ending November 30.
Oracle's mixed earnings fail to dispel AI fears, and the stock falls
While the company beat on EPS and increased its AI deal pipeline, concerns over Oracle's financing strategy remain
Oracle shares slide afterhours on second quarter revenue miss
Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell about 6% afterhours as it reported a slight revenue miss for the fiscal second quarter. Oracle reported revenue growth of 14% at $16.1 billion, at the low end of its guidance range of 14% to 16%.
Oracle set to report quarterly results after the bell
Oracle's earnings report lands during a very volatile stretch for the stock, as investors question whether the company's AI investments are justified. The company raised $18 billion of debt in September.
Why Oracle Stock Is Expensive
ORCL stock has surged 10% in the past week and now trades at $221.53, but the rally has pushed the valuation to levels that look stretched relative to the company's fundamentals and long-term growth profile. Our analysis suggests that it may be prudent to reduce exposure, as a more reasonable price of around $156 appears achievable under normalized valuation multiples.
Options Corner: ORCL's Roundtrip Since Last Earnings
Overspending concerns surround the A.I. narrative plagued the trade in recent weeks, and Oracle (ORCL) was seen as a posterchild for that risk.
