Deep Dive - AuMEGA Metals Ltd
Oracle delivered accelerating top-line growth, driven by surging AI Cloud infrastructure demand. ORCL's remaining performance obligations expanded $85B Q/Q, signaling robust demand and supporting a bullish outlook. Strong earnings beats and cloud strength support a potential re-rating to a 25X earnings multiple long-term.
Oracle stuck was falling after earnings but Wall Street analysts think ther's reason to back the cloud computing-and-software company.
Oracle (ORCL) reported Q4 results and guidance above Wall Street expectations, with revenue up 21% to $19.18B and adjusted EPS of $2.11. ORCL highlighted a $638B performance obligation backlog driven by large AI contracts and projected FY2027 revenue of $90B, surpassing consensus.
On the evening of Wednesday, June 10, Oracle (NYSE: ORCL) stock fell victim to an increasingly common phenomenon among big tech firms as it plunged more than 10% after reporting its latest quarterly earnings.
Oracle delivered strong Q4 results, with 21% YoY revenue growth to $19.18B and adjusted EPS of $2.11, both beating consensus. Cloud revenues now comprise 52% of sales, growing 47% YoY, and offer significant operating leverage potential as investments in AI infrastructure scale. FY2027 guidance is robust: total revenue is expected at $90B, non-GAAP EPS is raised to $8.05 (18% growth), and cloud revenue is projected to grow 58–64%.
Oracle Corporation (ORCL) Q4 2026 Earnings Call Transcript
Oracle just delivered another quarter of strong cloud growth and promptly reminded investors why its stock is increasingly hard to live with. Behind the company's record revenue sits a financing machine running at “full throttle” – burning through free cash flow and relying heavily on debt at a pace that would make even the most bullish AI optimist pause.
Although the revenue and EPS for Oracle (ORCL) give a sense of how its business performed in the quarter ended May 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
We estimate Ellison's net worth at $247.8 billion as of Wednesday, making him the fifth-wealthiest person in the world, behind fourth-place Amazon co-founder Jeff Bezos ($248.8 billion). Ellison, who owns about 41% of Oracle's shares, fell behind Bezos on Tuesday after his fortune declined by more than $10 billion.
Oracle (ORCL) came out with quarterly earnings of $2.11 per share, beating the Zacks Consensus Estimate of $1.96 per share. This compares to earnings of $1.7 per share a year ago.
Oracle NYSE: ORCL reported a record fiscal fourth quarter and outlined plans for another year of heavy capital investment as executives said demand for AI infrastructure, cloud database services and cloud applications is driving a sharp increase in contracted future revenue.