Oracle is an American multinational computer technology corporation headquartered in Austin, Texas. The company was formerly headquartered in Redwood Shores, California until December 2020 when it moved its headquarters to Texas. The company sells database software and technology, cloud engineered systems, and enterprise software products, particularly its own brands of database management systems.
| Revenue (TTM) | $67.36B |
| Gross Profit (TTM) | $44.34B |
| EBITDA | $30.49B |
| Operating Margin | 36.20% |
| Return on Equity | 53.40% |
| Return on Assets | 6.51% |
| Revenue/Share (TTM) | $23.55 |
| Book Value | $13.04 |
| Price-to-Book | 10.76 |
| Price-to-Sales (TTM) | 6.06 |
| EV/Revenue | 7.92 |
| EV/EBITDA | 15.94 |
| Quarterly Earnings Growth (YoY) | 21.90% |
| Quarterly Revenue Growth (YoY) | 20.60% |
| Shares Outstanding | $2.88B |
| Float | $1.71B |
| % Insiders | 40.48% |
| % Institutions | 43.87% |
Volatility is currently contracting
Oracle (ORCL) shares have faced a challenging year, declining by -36.9% while the broader market has risen. The cause of this negative sentiment is clear: a substantial investment strategy aimed at expanding its cloud infrastructure.
Oracle Cloud Innovation Studio becomes the first initiative within IMSA Labs, giving startups access to live race operations, high-volume telemetry, Oracle Cloud Infrastructure, and one of the world's most demanding testing environments AUSTIN, Texas and DAYTONA BEACH, Fla., July 9, 2026 /PRNewswire/ -- Oracle and the International Motor Sports Association (IMSA) today announced Oracle as the Founding Partner of IMSA Labs, the formalized platform for continued innovation and collaboration between the motorsports sanctioning body and its automotive and technology partners.
On CNBC's Squawk on the Street, Jim Cramer made a call that resonated across chip and cloud names: the tech tape is bouncing.
Oracle (NYSE:ORCL | ORCL Price Prediction | ORCL Price Prediction) has quietly become one of the most important AI infrastructure companies on the planet, yet its stock is behaving as if the story is falling apart.
Oracle Corporation (ORCL) delivered record Q4 and fiscal 2026 results, with 21% YoY revenue growth and 54% higher cash from operations, yet shares plunged sharply. ORCL's AI-driven CapEx is converting into strong cash flow, with $638B in RPO—12% set to convert within 12 months and another 34% over the next 36 months. Management guides for 27–29% Q1 revenue growth, 58–64% cloud growth, and EPS of $1.72–$1.76, with a $90B full-year revenue target and accelerating earnings.
Oracle has the kind of AI backlog most software companies would envy, but Wall Street is no longer rewarding backlog alone. ORCL is under pressure as investors are also focusing on customer concentration, required capital spending and the timeline for converting Oracle's backlog into cash flow.
Oracle operates some of the fastest and most cost-efficient data centers for processing artificial intelligence (AI) workloads. The company has a staggering $638 billion order backlog from customers waiting for more data centers to come online.
Oracle is rated a Strong Buy as the market undervalues its robust revenue visibility and accelerating cloud infrastructure growth. ORCL's $638 billion in remaining performance obligations and 31% revenue CAGR guidance through 2030 underpin exceptional medium-term upside. The company's AI-focused OCI Supercluster and partnership with Nvidia position ORCL as a leading provider for inference workloads, justifying premium pricing.
Shares of Cloudflare (NYSE:NET | NET Price Prediction) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target.
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