US · Technology · Software - Infrastructure
EPS came in at 1.63 against a street estimate of 1.39 — a beat of 17.3%.
Analysts rate Oracle Corporation a buy (24 buy, 15 hold, 0 sell out of 39) with an average price target of $239.00.
CONFIDENT Oracle delivered record Q1 FY27 revenue of $19.3B (+30% YoY) driven by cloud infrastructure acceleration (121% growth). Cloud Apps grew 10%. Management raised FY27 guidance to $90B+ revenue and $8.10 EPS. CapEx intensity remains high at $28B quarterly. Q1 FY27 Analysts pressed on CapEx sustainability vs. competitors, data center delivery risks (New Mexico/Wisconsin), and component inflation impact. Management emphasized hybrid financing models (BYOH, prepays), diverse global pipeline with contingencies, and pricing power offsetting cost increases—reframing CapEx as business-model evolution, not constraint. 2026-09-10…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 4.98% |
| Vanguard Capital Management, LLC | 3.86% |
| State Street Corp | 2.65% |
| Vanguard Portfolio Management, LLC | 1.97% |
| Capital Research Global Investors | 1.38% |
| Geode Capital Management, LLC | 1.35% |
| JPMorgan Chase & Co | 1.13% |
| Morgan Stanley - Brokerage Accounts | 1.01% |
| Document | Date |
|---|---|
| Company announcement · Q2 FY2027 ORACLE CORPORATION (ORCL) – 8-K SUMMARY HEADLINE NUMBERS • Report Date: September 12, 2026 • Company: Oracle Corporation, Delaware incorporated, tra | 2026-09-14 |
| Quarterly report · Q1 FY2027 ORACLE CORPORATION – 10-Q SUMMARY (Q1 FISCAL 2027, ENDED AUGUST 31, 2026) HEADLINE NUMBERS • Total revenues: $19,345 million (Q1 FY2027) vs. $14,926 | 2026-09-11 |
| Results announced · Q2 FY2027 ORACLE CORPORATION Q1 FISCAL 2027 RESULTS SUMMARY HEADLINE NUMBERS • Total revenues reached record $19.3 billion, up 30% year-over-year in both USD | 2026-09-10 |
| Annual report FY2026 ORACLE CORPORATION – FISCAL YEAR 2026 10-K SUMMARY HEADLINE NUMBERS • Market capitalization (as of May 31, 2026): $346.76 billion (aggregate market | 2026-06-22 |
| Results announced · Q1 FY2027 ORACLE CORPORATION Q4 AND FY 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q4 FY 2026 Total Revenues: $19.2 billion, up 21% USD (20% constant cu | 2026-06-10 |
| Board / officer change · Q4 FY2026 ORACLE CORPORATION – 8-K FILING SUMMARY Date of Report: May 6, 2026 --- OTHER NOTABLE POINTS • Board Appointment: Oracle's Board of Directors unani | 2026-05-12 |
| Board / officer change · Q4 FY2026 ORACLE CORPORATION 8-K SUMMARY HEADLINE NUMBERS • New Chief Financial Officer appointment effective April 6, 2026 • Annual base salary: $950,000 • T | 2026-04-06 |
| Quarterly report · Q3 FY2026 ORACLE CORPORATION – 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total revenues (9 months): $48.173 billion, up 16.1% from $41.496 billion | 2026-03-11 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.50 / share ex-date Oct 9, 2026 · pay Oct 23, 2026 | 2026-10-09 |
| Dividend | $0.50 / share ex-date Jul 10, 2026 · pay Jul 24, 2026 | 2026-07-10 |
| Dividend | $0.50 / share ex-date Apr 9, 2026 · pay Apr 24, 2026 | 2026-04-09 |
| Dividend | $0.50 / share ex-date Jan 9, 2026 · pay Jan 23, 2026 | 2026-01-09 |
| Dividend | $0.50 / share ex-date Oct 9, 2025 · pay Oct 23, 2025 | 2025-10-09 |
| Announcement | Date |
|---|---|
| Q1 results with $30 billion in additional AI cloud contracts booked Oracle reported exceptionally strong Q1 FY2027 results driven by explosive cloud infrastructure growth. Total revenues hit a record $19.3 billion, up 30%, while cloud revenues surged 62% to | 2026-09-10 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Oracle Corporation — free to start.
Google PlayApp StoreData updated 2026-09-18.